+16.4%
APH vs JD
-9.8%
+26.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.0% | -9.2% | -6.5% |
| 7D | -2.4% | +9.0% | -11.4% | -3.5% |
| 30D | -9.5% | +5.2% | -14.7% | -10.1% |
| 3M | -7.6% | -15.9% | +8.3% | -5.3% |
| 6M | +12.4% | -7.7% | +20.1% | +12.5% |
| YTD | +17.5% | +0.1% | +17.5% | +13.6% |
| 1Y | +16.4% | -9.7% | +26.2% | +18.4% |
| All | +16.4% | -9.8% | +26.2% | +18.4% |
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