+11.3%
APH vs PODD
-53.4%
+64.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -0.7% |
| 7D | +0.4% | -9.1% | +9.5% | -0.4% |
| 30D | -8.0% | +7.3% | -15.3% | -7.2% |
| 3M | -5.0% | +3.7% | -8.7% | -4.1% |
| 6M | +29.9% | -2.7% | +32.6% | +31.1% |
| YTD | +18.0% | -47.2% | +65.2% | +30.6% |
| 1Y | +11.3% | -54.0% | +65.3% | +29.0% |
| All | +11.3% | -53.4% | +64.8% | +29.0% |
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