+11.9%
APH vs JAAA
+4.8%
+7.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -1.1% |
| 7D | -5.0% | +0.1% | -5.1% | -5.4% |
| 30D | -8.4% | +0.4% | -8.8% | -10.2% |
| 3M | -4.5% | +1.2% | -5.7% | -9.6% |
| 6M | +25.3% | +2.3% | +23.0% | +11.0% |
| YTD | +18.9% | +3.9% | +15.0% | -1.0% |
| 1Y | +11.9% | +4.8% | +7.2% | -8.2% |
| All | +11.9% | +4.8% | +7.1% | -8.2% |
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