+41,307.6%
APH vs IT
+6,105.9%
+35,201.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.9% | -41.9% | -46.4% |
| 7D | -48.7% | -5.2% | -43.5% | -47.4% |
| 30D | -51.9% | 0.0% | -51.9% | -51.5% |
| 3M | -43.6% | +13.1% | -56.6% | -45.6% |
| 6M | -37.5% | +11.7% | -49.2% | -40.2% |
| YTD | -38.6% | -26.1% | -12.5% | -35.7% |
| 1Y | -26.3% | -21.3% | -5.1% | -24.7% |
| 3Y | +89.2% | -46.7% | +135.9% | +110.0% |
| 5Y | +119.8% | -40.5% | +160.3% | +136.1% |
| 10Y | +454.3% | +103.9% | +350.4% | +333.5% |
| All | +41,307.6% | +6,105.9% | +35,201.7% | +18,341.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling