+3.9%
APH vs IRE
-98.6%
+102.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -33.9% | +24.6% | -6.1% |
| 7D | -12.7% | -57.1% | +44.4% | -6.6% |
| 30D | -19.2% | -84.4% | +65.3% | -6.9% |
| 3M | -16.7% | -85.0% | +68.3% | -5.2% |
| 6M | +5.1% | -95.2% | +100.4% | +24.6% |
| YTD | +6.6% | -93.9% | +100.5% | +16.5% |
| 1Y | +3.9% | -98.8% | +102.7% | +21.5% |
| All | +3.9% | -98.6% | +102.5% | +21.5% |
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