+11.9%
APH vs O
+10.5%
+1.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -5.0% | +3.5% | -8.6% | -3.7% |
| 30D | -8.4% | +10.4% | -18.8% | -5.2% |
| 3M | -4.5% | -2.4% | -2.1% | -4.1% |
| 6M | +25.3% | -1.2% | +26.5% | +25.0% |
| YTD | +18.9% | +10.4% | +8.5% | +20.7% |
| 1Y | +11.9% | +11.4% | +0.5% | +12.5% |
| All | +11.9% | +10.5% | +1.5% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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