-38.9%
APH vs Q
+71.3%
-110.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.9% | -48.7% | -48.1% |
| 7D | -48.7% | -4.6% | -44.1% | -47.9% |
| 30D | -51.9% | -11.1% | -40.8% | -49.8% |
| 3M | -43.6% | -22.1% | -21.4% | -38.1% |
| 6M | -37.5% | +0.5% | -38.0% | -39.1% |
| YTD | -38.6% | +47.8% | -86.5% | -48.7% |
| All | -38.9% | +71.3% | -110.2% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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