+285.6%
APH vs RUN
-42.7%
+328.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | +5.0% | +1.3% | +3.7% | +4.8% |
| 30D | -3.9% | -15.3% | +11.4% | -3.0% |
| 3M | +13.0% | -40.0% | +53.0% | +16.3% |
| 6M | +25.2% | -27.0% | +52.1% | +27.1% |
| YTD | +22.9% | -51.7% | +74.6% | +26.6% |
| 1Y | +47.8% | -45.9% | +93.7% | +50.9% |
| All | +285.6% | -42.7% | +328.3% | +264.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling