-26.3%
APH vs JAAA
+4.9%
-31.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.1% | -47.9% | -47.2% |
| 7D | -48.7% | +0.2% | -48.9% | -48.3% |
| 30D | -51.9% | +0.5% | -52.5% | -52.6% |
| 3M | -43.6% | +1.3% | -44.8% | -47.1% |
| 6M | -37.5% | +2.7% | -40.2% | -47.1% |
| YTD | -38.6% | +3.2% | -41.8% | -49.8% |
| 1Y | -26.3% | +4.9% | -31.3% | -50.3% |
| All | -26.3% | +4.9% | -31.2% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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