-37.5%
APH vs IP
-8.6%
-28.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.8% | -46.0% | -47.3% |
| 7D | -48.7% | -6.6% | -42.1% | -47.6% |
| 30D | -51.9% | -10.9% | -41.1% | -50.4% |
| 3M | -43.6% | +11.2% | -54.7% | -45.9% |
| 6M | -37.5% | -10.2% | -27.3% | -35.4% |
| All | -37.5% | -8.6% | -28.9% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 6mo: compounded portfolio wealth divided by compounded IP 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…
6mo analysis · Full analysis span regression · Available span rolling