+355.9%
APH vs JD
-60.2%
+416.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.6% |
| 7D | +5.0% | -1.7% | +6.6% | +5.2% |
| 30D | -3.9% | -13.2% | +9.3% | -2.2% |
| 3M | +13.0% | -3.2% | +16.2% | +13.2% |
| 6M | +25.2% | +15.2% | +9.9% | +22.3% |
| YTD | +22.9% | +2.0% | +21.0% | +22.0% |
| 1Y | +47.8% | -5.4% | +53.2% | +48.0% |
| 3Y | +283.0% | -9.1% | +292.1% | +276.0% |
| All | +355.9% | -60.2% | +416.2% | +380.1% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling