-26.3%
APH vs IJH
+18.2%
-44.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.7% | -48.5% | -48.6% |
| 7D | -48.7% | -1.0% | -47.7% | -48.3% |
| 30D | -51.9% | -1.5% | -50.4% | -51.2% |
| 3M | -43.6% | +0.8% | -44.3% | -44.2% |
| 6M | -37.5% | +7.6% | -45.1% | -43.0% |
| YTD | -38.6% | +15.5% | -54.1% | -47.5% |
| 1Y | -26.3% | +16.9% | -43.2% | -37.9% |
| All | -26.3% | +18.2% | -44.5% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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