+283.5%
APH vs NET
+314.6%
-31.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.6% | -3.6% | -5.6% |
| 7D | -2.4% | -16.4% | +14.0% | +1.6% |
| 30D | -9.5% | -25.8% | +16.4% | -3.3% |
| 3M | -7.6% | -11.5% | +3.9% | -6.1% |
| 6M | +12.4% | +18.9% | -6.5% | +4.6% |
| YTD | +17.5% | +35.2% | -17.7% | +3.8% |
| 1Y | +16.4% | +14.5% | +1.9% | +7.5% |
| All | +283.5% | +314.6% | -31.1% | +156.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling