+11.9%
APH vs PTC
+10.9%
+1.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -0.9% |
| 7D | -5.0% | +1.3% | -6.3% | -5.0% |
| 30D | -8.4% | +1.1% | -9.4% | -8.3% |
| 3M | -4.5% | +30.1% | -34.7% | -3.3% |
| 6M | +25.3% | +34.0% | -8.8% | +29.5% |
| YTD | +18.9% | +12.8% | +6.1% | +28.4% |
| 1Y | +11.9% | +10.7% | +1.2% | +21.7% |
| All | +11.9% | +10.9% | +1.0% | +21.7% |
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