+16.4%
APH vs EW
+19.7%
-3.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.4% | -10.5% | -7.4% |
| 7D | -2.4% | +8.3% | -10.7% | -4.7% |
| 30D | -9.5% | +13.9% | -23.4% | -13.0% |
| 3M | -7.6% | +10.9% | -18.5% | -10.6% |
| 6M | +12.4% | +19.2% | -6.9% | +4.2% |
| YTD | +17.5% | +16.6% | +1.0% | +12.7% |
| 1Y | +16.4% | +18.1% | -1.7% | +10.6% |
| All | +16.4% | +19.7% | -3.2% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling