+13.0%
APH vs LOW
+2.0%
+11.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.4% | +4.8% | +7.9% |
| 7D | +1.1% | +6.4% | -5.3% | +0.6% |
| 30D | -7.5% | +25.6% | -33.1% | -10.6% |
| 3M | -4.4% | +4.6% | -9.0% | -3.5% |
| 6M | +26.5% | +2.5% | +23.9% | +28.9% |
| YTD | +20.0% | -1.6% | +21.7% | +26.7% |
| All | +13.0% | +2.0% | +11.0% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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