-33.3%
APH vs IRE
-84.4%
+51.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +41.8% | -89.6% | -49.1% |
| 7D | -48.7% | +15.5% | -64.2% | -49.2% |
| 30D | -51.9% | +18.4% | -70.3% | -52.7% |
| 3M | -43.6% | -66.7% | +23.2% | -40.8% |
| 6M | -37.5% | -52.3% | +14.8% | -39.2% |
| YTD | -38.6% | -52.3% | +13.7% | -41.5% |
| All | -33.3% | -84.4% | +51.1% | -34.8% |
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