-26.3%
APH vs TAP
-14.5%
-11.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.9% | -49.7% | -47.0% |
| 7D | -48.7% | -1.7% | -47.1% | -48.5% |
| 30D | -51.9% | -2.1% | -49.8% | -51.7% |
| 3M | -43.6% | +6.6% | -50.2% | -41.9% |
| 6M | -37.5% | -11.5% | -26.0% | -38.4% |
| YTD | -38.6% | -10.3% | -28.4% | -39.2% |
| 1Y | -26.3% | -14.4% | -11.9% | -28.8% |
| All | -26.3% | -14.5% | -11.8% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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