-26.3%
APH vs SLB
+68.3%
-94.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.8% | -44.0% | -46.7% |
| 7D | -48.7% | +5.1% | -53.8% | -48.3% |
| 30D | -51.9% | +15.8% | -67.8% | -52.4% |
| 3M | -43.6% | -0.3% | -43.2% | -41.9% |
| 6M | -37.5% | +21.3% | -58.9% | -39.8% |
| YTD | -38.6% | +52.3% | -90.9% | -44.2% |
| 1Y | -26.3% | +63.6% | -89.9% | -36.4% |
| All | -26.3% | +68.3% | -94.7% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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