+13.0%
APH vs TEM
+11.3%
+1.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +11.0% | -2.8% | +6.0% |
| 7D | +1.1% | +7.6% | -6.5% | -0.4% |
| 30D | -7.5% | +19.0% | -26.5% | -10.6% |
| 3M | -4.4% | +62.2% | -66.7% | -14.5% |
| 6M | +26.5% | +69.4% | -42.9% | +10.3% |
| YTD | +20.0% | +43.0% | -22.9% | +7.5% |
| All | +13.0% | +11.3% | +1.7% | +11.6% |
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