+247.7%
APH vs PL
+403.1%
-155.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -10.1% | +0.8% | -8.0% |
| 7D | -12.7% | -20.5% | +7.8% | -10.0% |
| 30D | -19.2% | -38.8% | +19.6% | -14.0% |
| 3M | -16.7% | -49.1% | +32.4% | -9.6% |
| 6M | +5.1% | -69.4% | +74.5% | +19.7% |
| YTD | +6.6% | -42.3% | +48.9% | +10.7% |
| 1Y | +3.9% | -14.2% | +18.1% | +2.3% |
| All | +247.7% | +403.1% | -155.4% | +155.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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