+48.9%
APH vs TE
+153.0%
-104.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.0% | -11.2% | -2.1% |
| 7D | +0.2% | +18.2% | -18.0% | -1.2% |
| 30D | -3.3% | -13.5% | +10.2% | -2.5% |
| 3M | +14.0% | -44.6% | +58.6% | +17.9% |
| 6M | +24.4% | -24.7% | +49.1% | +26.1% |
| YTD | +21.4% | -24.3% | +45.7% | +23.1% |
| 1Y | +48.9% | +155.6% | -106.6% | +56.6% |
| All | +48.9% | +153.0% | -104.1% | +56.6% |
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