-26.3%
APH vs STM
+107.3%
-133.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.2% | -52.0% | -48.5% |
| 7D | -48.7% | +1.8% | -50.5% | -49.2% |
| 30D | -51.9% | -1.0% | -50.9% | -52.0% |
| 3M | -43.6% | -33.3% | -10.3% | -39.5% |
| 6M | -37.5% | +57.4% | -94.9% | -43.5% |
| YTD | -38.6% | +102.2% | -140.8% | -45.3% |
| 1Y | -26.3% | +99.6% | -125.9% | -35.9% |
| All | -26.3% | +107.3% | -133.6% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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