+262.1%
APH vs JBL
+87.5%
+174.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.2% | +3.0% | +3.6% |
| 7D | -5.9% | -12.3% | +6.4% | +0.4% |
| 30D | -14.8% | -20.2% | +5.4% | -5.0% |
| 3M | -12.4% | -30.6% | +18.2% | +3.7% |
| 6M | +8.1% | -35.8% | +43.8% | +31.6% |
| YTD | +10.9% | +4.9% | +6.0% | +7.5% |
| 1Y | +8.8% | +11.3% | -2.5% | +2.8% |
| 3Y | +262.1% | +89.1% | +173.0% | +166.0% |
| All | +262.1% | +87.5% | +174.6% | +166.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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