+48.9%
APH vs LOW
-23.9%
+72.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.9% |
| 7D | +0.2% | +0.4% | -0.2% | +0.1% |
| 30D | -3.3% | -10.1% | +6.8% | -1.2% |
| 3M | +14.0% | -2.9% | +16.9% | +13.6% |
| 6M | +24.4% | -19.4% | +43.8% | +30.4% |
| YTD | +21.4% | -15.4% | +36.9% | +29.9% |
| 1Y | +48.9% | -24.9% | +73.9% | +51.9% |
| All | +48.9% | -23.9% | +72.8% | +51.9% |
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