+8.8%
APH vs EXPE
+21.4%
-12.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.9% | +9.0% | +4.4% |
| 7D | -5.9% | -9.3% | +3.4% | -5.0% |
| 30D | -14.8% | +0.1% | -14.9% | -14.8% |
| 3M | -12.4% | -15.3% | +2.9% | -11.3% |
| 6M | +8.1% | +5.5% | +2.6% | +5.1% |
| YTD | +10.9% | -8.0% | +18.9% | +8.8% |
| 1Y | +8.8% | +18.9% | -10.1% | +2.7% |
| All | +8.8% | +21.4% | -12.6% | +2.7% |
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