+16.4%
APH vs TE
-16.5%
+32.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.5% | -2.6% | -5.7% |
| 7D | -2.4% | +3.8% | -6.2% | -2.9% |
| 30D | -9.5% | -26.2% | +16.8% | -6.5% |
| 3M | -7.6% | -49.7% | +42.1% | -1.0% |
| 6M | +12.4% | -46.5% | +58.9% | +18.4% |
| YTD | +17.5% | -59.1% | +76.7% | +26.0% |
| 1Y | +16.4% | -25.8% | +42.2% | +11.5% |
| All | +16.4% | -16.5% | +32.9% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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