-26.3%
APH vs HWM
+48.6%
-74.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +5.8% | -53.6% | -49.2% |
| 7D | -48.7% | -3.1% | -45.6% | -47.9% |
| 30D | -51.9% | -11.0% | -40.9% | -49.0% |
| 3M | -43.6% | +4.0% | -47.6% | -45.3% |
| 6M | -37.5% | -0.2% | -37.3% | -38.4% |
| YTD | -38.6% | +26.7% | -65.3% | -49.3% |
| 1Y | -26.3% | +44.7% | -71.0% | -43.4% |
| All | -26.3% | +48.6% | -74.9% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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