+16.4%
APH vs RUN
-53.7%
+70.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.3% | -7.4% | -6.3% |
| 7D | -2.4% | +18.5% | -20.9% | -4.3% |
| 30D | -9.5% | +15.5% | -25.0% | -11.1% |
| 3M | -7.6% | -20.3% | +12.7% | -5.5% |
| 6M | +12.4% | -30.8% | +43.2% | +16.6% |
| YTD | +17.5% | -52.2% | +69.7% | +22.5% |
| 1Y | +16.4% | -53.9% | +70.3% | +21.1% |
| All | +16.4% | -53.7% | +70.1% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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