+285.6%
APH vs PSKY
-16.0%
+301.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +0.9% |
| 7D | +5.0% | -0.2% | +5.1% | +5.0% |
| 30D | -3.9% | +24.0% | -27.9% | -4.4% |
| 3M | +13.0% | +2.2% | +10.8% | +12.9% |
| 6M | +25.2% | -9.0% | +34.1% | +25.3% |
| YTD | +22.9% | -18.1% | +41.1% | +23.6% |
| 1Y | +47.8% | -25.1% | +72.9% | +48.9% |
| All | +285.6% | -16.0% | +301.7% | +275.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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