-26.3%
APH vs REPL
+161.1%
-187.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.7% | -46.1% | -47.8% |
| 7D | -48.7% | -3.6% | -45.1% | -48.7% |
| 30D | -51.9% | +27.1% | -79.1% | -52.0% |
| 3M | -43.6% | +52.4% | -95.9% | -43.7% |
| 6M | -37.5% | +107.4% | -145.0% | -37.0% |
| YTD | -38.6% | +54.7% | -93.4% | -38.0% |
| 1Y | -26.3% | +158.9% | -185.2% | -26.0% |
| All | -26.3% | +161.1% | -187.4% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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