+48.9%
APH vs TEM
-20.5%
+69.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +0.2% | +3.2% | -3.0% | -0.4% |
| 30D | -3.3% | +23.5% | -26.9% | -7.7% |
| 3M | +14.0% | +32.3% | -18.3% | +6.4% |
| 6M | +24.4% | +23.0% | +1.4% | +16.2% |
| YTD | +21.4% | +8.9% | +12.5% | +16.4% |
| 1Y | +48.9% | -19.9% | +68.8% | +51.2% |
| All | +48.9% | -20.5% | +69.4% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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