-26.3%
APH vs LIN
+2.8%
-29.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.1% | -45.7% | -47.6% |
| 7D | -48.7% | -1.3% | -47.4% | -48.5% |
| 30D | -51.9% | -2.4% | -49.5% | -51.8% |
| 3M | -43.6% | -5.6% | -38.0% | -43.8% |
| 6M | -37.5% | -3.4% | -34.1% | -37.2% |
| YTD | -38.6% | +13.1% | -51.7% | -35.2% |
| 1Y | -26.3% | +2.5% | -28.8% | -21.4% |
| All | -26.3% | +2.8% | -29.2% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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