-26.3%
APH vs MET
+24.0%
-50.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.6% | -50.4% | -47.3% |
| 7D | -48.7% | +1.4% | -50.1% | -48.2% |
| 30D | -51.9% | +1.4% | -53.4% | -51.5% |
| 3M | -43.6% | +17.7% | -61.2% | -43.9% |
| 6M | -37.5% | +35.0% | -72.5% | -40.1% |
| YTD | -38.6% | +26.3% | -64.9% | -41.0% |
| 1Y | -26.3% | +22.8% | -49.2% | -29.1% |
| All | -26.3% | +24.0% | -50.3% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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