-26.3%
APH vs JD
-5.6%
-20.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.1% | -47.9% | -47.8% |
| 7D | -48.7% | -0.8% | -47.9% | -48.6% |
| 30D | -51.9% | -13.2% | -38.8% | -50.8% |
| 3M | -43.6% | -3.2% | -40.4% | -43.3% |
| 6M | -37.5% | +15.2% | -52.8% | -41.4% |
| YTD | -38.6% | +2.0% | -40.6% | -40.2% |
| 1Y | -26.3% | -5.4% | -21.0% | -25.0% |
| All | -26.3% | -5.6% | -20.7% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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