-26.3%
APH vs LULU
-49.9%
+23.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -16.3% | -31.4% | -40.9% |
| 7D | -48.7% | -12.5% | -36.2% | -42.2% |
| 30D | -51.9% | -18.5% | -33.4% | -45.5% |
| 3M | -43.6% | -19.5% | -24.1% | -35.8% |
| 6M | -37.5% | -41.9% | +4.4% | -27.0% |
| YTD | -38.6% | -51.6% | +12.9% | -27.6% |
| 1Y | -26.3% | -51.2% | +24.9% | -13.0% |
| All | -26.3% | -49.9% | +23.6% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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