+16.4%
APH vs LUMN
-59.3%
+75.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -5.9% | -0.3% | -4.6% |
| 7D | -2.4% | -6.9% | +4.5% | -0.5% |
| 30D | -9.5% | -20.5% | +11.0% | -4.0% |
| 3M | -7.6% | -33.4% | +25.8% | +2.1% |
| 6M | +12.4% | -52.1% | +64.5% | +34.2% |
| YTD | +17.5% | -42.5% | +60.0% | +32.3% |
| 1Y | +16.4% | -57.6% | +74.0% | +35.9% |
| All | +16.4% | -59.3% | +75.7% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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