-26.3%
APH vs ROIV
+177.7%
-204.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.8% | -48.6% | -48.0% |
| 7D | -48.7% | -7.1% | -41.7% | -47.7% |
| 30D | -51.9% | +1.0% | -52.9% | -52.4% |
| 3M | -43.6% | +18.3% | -61.8% | -46.8% |
| 6M | -37.5% | +18.3% | -55.9% | -41.7% |
| YTD | -38.6% | +61.0% | -99.6% | -47.5% |
| 1Y | -26.3% | +177.9% | -204.2% | -39.6% |
| All | -26.3% | +177.7% | -204.0% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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