-26.3%
APH vs OSCR
+75.7%
-102.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +7.6% | -55.4% | -47.5% |
| 7D | -48.7% | +7.3% | -56.0% | -48.4% |
| 30D | -51.9% | +7.1% | -59.0% | -51.7% |
| 3M | -43.6% | +36.7% | -80.2% | -44.1% |
| 6M | -37.5% | +114.3% | -151.8% | -41.2% |
| YTD | -38.6% | +124.4% | -163.1% | -42.4% |
| 1Y | -26.3% | +75.5% | -101.8% | -31.6% |
| All | -26.3% | +75.7% | -102.1% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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