+16.5%
APH vs IRM
+20.8%
-4.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | +4.9% | +6.8% | -1.9% | +1.4% |
| 30D | -5.4% | +2.6% | -8.0% | -6.2% |
| 3M | -5.5% | -9.5% | +4.0% | -1.3% |
| 6M | +25.9% | -8.5% | +34.4% | +30.2% |
| YTD | +16.4% | +40.3% | -23.9% | -3.2% |
| 1Y | +16.5% | +28.7% | -12.2% | +1.1% |
| All | +16.5% | +20.8% | -4.3% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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