+262.1%
APH vs JAAA
+18.6%
+243.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +3.9% |
| 7D | -5.9% | +0.2% | -6.1% | -6.7% |
| 30D | -14.8% | +0.4% | -15.2% | -16.6% |
| 3M | -12.4% | +1.2% | -13.6% | -17.5% |
| 6M | +8.1% | +2.3% | +5.7% | -3.9% |
| YTD | +10.9% | +3.9% | +7.1% | -8.4% |
| 1Y | +8.8% | +4.8% | +3.9% | -14.1% |
| 3Y | +262.1% | +18.5% | +243.5% | +132.4% |
| All | +262.1% | +18.6% | +243.4% | +132.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling