+285.6%
APH vs LULU
-74.8%
+360.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | 0.0% |
| 7D | +1.6% | -16.9% | +18.6% | +4.3% |
| 30D | -3.0% | -22.0% | +19.0% | +0.5% |
| 3M | +5.7% | -17.8% | +23.6% | +8.3% |
| 6M | +20.0% | -41.3% | +61.2% | +30.3% |
| YTD | +20.8% | -52.0% | +72.8% | +36.0% |
| 1Y | +40.2% | -39.8% | +80.1% | +50.0% |
| All | +285.6% | -74.8% | +360.4% | +359.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling