-26.3%
APH vs PEG
-7.0%
-19.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.5% | -48.3% | -47.9% |
| 7D | -48.7% | +0.5% | -49.2% | -48.9% |
| 30D | -51.9% | -2.4% | -49.5% | -51.5% |
| 3M | -43.6% | -4.8% | -38.8% | -43.2% |
| 6M | -37.5% | -10.7% | -26.8% | -34.8% |
| YTD | -38.6% | -6.7% | -32.0% | -37.4% |
| 1Y | -26.3% | -6.8% | -19.5% | -25.1% |
| All | -26.3% | -7.0% | -19.3% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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