+13.0%
APH vs MET
+36.6%
-23.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.5% | +4.7% | +8.0% |
| 7D | +1.1% | +1.3% | -0.2% | +1.1% |
| 30D | -7.5% | +4.0% | -11.5% | -7.6% |
| 3M | -4.4% | +4.6% | -9.0% | -4.5% |
| 6M | +26.5% | +32.8% | -6.3% | +20.7% |
| YTD | +20.0% | +32.3% | -12.2% | +11.8% |
| All | +13.0% | +36.6% | -23.6% | +4.3% |
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