-26.3%
APH vs IR
-1.2%
-25.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.9% | -46.9% | -47.4% |
| 7D | -48.7% | -3.3% | -45.4% | -47.8% |
| 30D | -51.9% | -15.1% | -36.8% | -48.4% |
| 3M | -43.6% | +6.1% | -49.6% | -45.2% |
| 6M | -37.5% | -16.8% | -20.7% | -34.3% |
| YTD | -38.6% | -3.5% | -35.1% | -37.8% |
| 1Y | -26.3% | -3.5% | -22.8% | -24.8% |
| All | -26.3% | -1.2% | -25.1% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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