+12.5%
APH vs MET
+35.9%
-23.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.8% |
| 7D | +0.4% | 0.0% | +0.3% | +0.2% |
| 30D | -8.0% | +3.4% | -11.4% | -8.1% |
| 3M | -5.0% | +7.0% | -12.0% | -5.2% |
| 6M | +29.9% | +34.6% | -4.7% | +23.3% |
| YTD | +18.0% | +34.0% | -16.0% | +9.3% |
| All | +12.5% | +35.9% | -23.3% | +4.4% |
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