+276.0%
APH vs MET
+86.1%
+189.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.0% |
| 7D | +0.4% | 0.0% | +0.3% | +0.4% |
| 30D | -8.0% | +3.4% | -11.4% | -9.1% |
| 3M | -5.0% | +7.0% | -12.0% | -7.4% |
| 6M | +29.9% | +34.6% | -4.7% | +14.7% |
| YTD | +18.0% | +34.0% | -16.0% | +3.7% |
| 1Y | +11.3% | +35.9% | -24.6% | -3.0% |
| All | +276.0% | +86.1% | +189.9% | +185.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling