+16.4%
APH vs IRE
-97.6%
+114.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -23.2% | +17.1% | -4.1% |
| 7D | -2.4% | -46.8% | +44.4% | +2.3% |
| 30D | -9.5% | -75.5% | +66.0% | +0.3% |
| 3M | -7.6% | -79.4% | +71.8% | +2.3% |
| 6M | +12.4% | -91.3% | +103.7% | +26.0% |
| YTD | +17.5% | -90.8% | +108.3% | +24.3% |
| 1Y | +16.4% | -97.7% | +114.1% | +29.8% |
| All | +16.4% | -97.6% | +114.0% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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