-26.3%
APH vs PBR
+70.4%
-96.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.0% | -51.8% | -47.1% |
| 7D | -48.7% | +10.2% | -59.0% | -48.0% |
| 30D | -51.9% | +12.8% | -64.7% | -51.3% |
| 3M | -43.6% | +14.7% | -58.2% | -42.6% |
| 6M | -37.5% | +25.2% | -62.7% | -38.0% |
| YTD | -38.6% | +77.1% | -115.8% | -43.6% |
| 1Y | -26.3% | +69.6% | -95.9% | -32.5% |
| All | -26.3% | +70.4% | -96.7% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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