+50.8%
APH vs EXPE
+39.7%
+11.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +1.0% |
| 7D | +5.0% | -9.5% | +14.5% | +5.8% |
| 30D | -3.9% | -6.6% | +2.8% | -3.5% |
| 3M | +13.0% | +31.4% | -18.4% | +8.2% |
| 6M | +25.2% | +35.2% | -10.0% | +19.8% |
| YTD | +22.9% | +5.8% | +17.1% | +19.1% |
| All | +50.8% | +39.7% | +11.1% | +46.8% |
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