+285.6%
APH vs REPL
-22.6%
+308.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +0.9% |
| 7D | +5.0% | -3.0% | +7.9% | +5.0% |
| 30D | -3.9% | +27.1% | -31.0% | -4.2% |
| 3M | +13.0% | +52.4% | -39.4% | +11.9% |
| 6M | +25.2% | +107.4% | -82.3% | +22.9% |
| YTD | +22.9% | +54.7% | -31.8% | +21.3% |
| 1Y | +47.8% | +158.9% | -111.0% | +43.4% |
| All | +285.6% | -22.6% | +308.3% | +282.4% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling