+8.8%
APH vs STM
+75.4%
-66.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.4% | -0.3% | +2.6% |
| 7D | -5.9% | -10.7% | +4.8% | -2.2% |
| 30D | -14.8% | -25.7% | +10.9% | -6.6% |
| 3M | -12.4% | -21.6% | +9.1% | -5.6% |
| 6M | +8.1% | -27.8% | +35.9% | +17.5% |
| YTD | +10.9% | +61.8% | -50.8% | -6.1% |
| 1Y | +8.8% | +78.1% | -69.3% | -10.3% |
| All | +8.8% | +75.4% | -66.7% | -10.3% |
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