+279.0%
APH vs IT
-54.0%
+333.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | -5.0% | -7.5% | +2.5% | -4.9% |
| 30D | -8.4% | -1.2% | -7.2% | -8.8% |
| 3M | -4.5% | -2.2% | -2.3% | -5.1% |
| 6M | +25.3% | +19.1% | +6.2% | +22.8% |
| YTD | +18.9% | -25.1% | +44.0% | +26.0% |
| 1Y | +11.9% | -17.4% | +29.3% | +15.6% |
| All | +279.0% | -54.0% | +333.1% | +379.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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