+13.0%
APH vs EWT
+52.9%
-39.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +7.2% | +1.0% | +2.6% |
| 7D | +1.1% | -5.0% | +6.1% | +4.8% |
| 30D | -7.5% | -16.3% | +8.8% | +5.8% |
| 3M | -4.4% | -7.2% | +2.8% | +1.5% |
| 6M | +26.5% | -0.5% | +26.9% | +26.1% |
| YTD | +20.0% | +50.6% | -30.5% | -24.5% |
| All | +13.0% | +52.9% | -39.9% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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