+262.1%
APH vs IR
+27.4%
+234.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.4% | +2.7% | +3.4% |
| 7D | -5.9% | +3.7% | -9.6% | -7.5% |
| 30D | -14.8% | +7.4% | -22.2% | -17.7% |
| 3M | -12.4% | -5.9% | -6.5% | -9.6% |
| 6M | +8.1% | +5.6% | +2.5% | +4.4% |
| YTD | +10.9% | +4.8% | +6.1% | +6.3% |
| 1Y | +8.8% | +6.9% | +1.8% | +3.0% |
| 3Y | +262.1% | +27.6% | +234.5% | +207.3% |
| All | +262.1% | +27.4% | +234.7% | +207.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling