+16.5%
APH vs PODD
-54.5%
+71.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.9% | -1.6% |
| 7D | +4.9% | +4.1% | +0.8% | +5.2% |
| 30D | -5.4% | +13.9% | -19.2% | -4.1% |
| 3M | -5.5% | +4.1% | -9.6% | -4.5% |
| 6M | +25.9% | +2.4% | +23.5% | +26.9% |
| YTD | +16.4% | -46.4% | +62.7% | +29.6% |
| 1Y | +16.5% | -54.2% | +70.7% | +36.8% |
| All | +16.5% | -54.5% | +71.0% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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