+16.4%
APH vs EXPE
+48.9%
-32.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +10.5% | -16.7% | -6.5% |
| 7D | -2.4% | +14.6% | -17.1% | -3.1% |
| 30D | -9.5% | +21.4% | -30.9% | -10.8% |
| 3M | -7.6% | +1.4% | -9.0% | -7.6% |
| 6M | +12.4% | +28.6% | -16.2% | +7.8% |
| YTD | +17.5% | +12.1% | +5.4% | +13.6% |
| 1Y | +16.4% | +50.0% | -33.6% | +7.8% |
| All | +16.4% | +48.9% | -32.5% | +7.8% |
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