-26.3%
APH vs PTC
-33.3%
+6.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.5% | -38.3% | -45.2% |
| 7D | -48.7% | -11.3% | -37.4% | -46.2% |
| 30D | -51.9% | +1.1% | -53.1% | -49.1% |
| 3M | -43.6% | +1.6% | -45.2% | -39.4% |
| 6M | -37.5% | -13.5% | -24.1% | -32.0% |
| YTD | -38.6% | -19.1% | -19.6% | -32.1% |
| 1Y | -26.3% | -33.9% | +7.5% | -21.8% |
| All | -26.3% | -33.3% | +6.9% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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