+16.5%
APH vs LULU
-38.0%
+54.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -1.8% |
| 7D | +4.9% | -4.6% | +9.5% | +5.1% |
| 30D | -5.4% | +12.3% | -17.7% | -6.0% |
| 3M | -5.5% | -11.6% | +6.2% | -4.8% |
| 6M | +25.9% | -12.8% | +38.8% | +27.2% |
| YTD | +16.4% | -49.2% | +65.5% | +20.4% |
| 1Y | +16.5% | -37.7% | +54.2% | +27.5% |
| All | +16.5% | -38.0% | +54.5% | +27.5% |
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