+355.9%
APH vs NET
+112.9%
+243.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.8% | +1.2% |
| 7D | +5.0% | -7.0% | +11.9% | +6.2% |
| 30D | -3.9% | -4.8% | +0.9% | -3.4% |
| 3M | +13.0% | +3.8% | +9.1% | +11.5% |
| 6M | +25.2% | +50.0% | -24.9% | +13.8% |
| YTD | +22.9% | +41.5% | -18.5% | +12.6% |
| 1Y | +47.8% | +32.8% | +15.0% | +36.6% |
| 3Y | +283.0% | +335.9% | -52.9% | +186.0% |
| All | +355.9% | +112.9% | +243.0% | +228.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded NET 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling