-26.3%
APH vs EXPE
+40.7%
-67.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -6.0% | -41.8% | -46.5% |
| 7D | -48.7% | -6.5% | -42.2% | -47.4% |
| 30D | -51.9% | -6.6% | -45.3% | -50.8% |
| 3M | -43.6% | +31.4% | -74.9% | -44.9% |
| 6M | -37.5% | +35.2% | -72.7% | -39.0% |
| YTD | -38.6% | +5.8% | -44.4% | -39.3% |
| 1Y | -26.3% | +38.7% | -65.0% | -27.0% |
| All | -26.3% | +40.7% | -67.0% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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