+13.0%
APH vs JAAA
+4.7%
+8.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +11.1% | +0.1% | +11.0% | +10.6% |
| 30D | -7.3% | +0.4% | -7.7% | -9.1% |
| 3M | -6.2% | +1.2% | -7.4% | -11.2% |
| 6M | +24.9% | +2.3% | +22.6% | +11.0% |
| YTD | +18.4% | +4.0% | +14.5% | -0.7% |
| 1Y | +13.0% | +4.8% | +8.2% | -6.1% |
| All | +13.0% | +4.7% | +8.2% | -6.1% |
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