+15.9%
APH vs Q
+68.3%
-52.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.8% | 0.0% |
| 7D | +4.9% | +1.2% | +3.7% | +4.3% |
| 30D | -5.4% | -2.7% | -2.7% | -4.1% |
| 3M | -5.5% | -16.9% | +11.5% | +2.4% |
| 6M | +25.9% | -26.9% | +52.8% | +42.5% |
| YTD | +16.4% | +45.2% | -28.9% | -1.5% |
| 1Y | +16.5% | +38.1% | -21.7% | +1.1% |
| All | +15.9% | +68.3% | -52.4% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling