+122.7%
APH vs TEM
+90.1%
+32.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.0% | -3.9% | +3.0% |
| 7D | -5.9% | +5.3% | -11.2% | -6.6% |
| 30D | -14.8% | +8.1% | -22.9% | -15.7% |
| 3M | -12.4% | +64.9% | -77.3% | -19.2% |
| 6M | +8.1% | +42.1% | -34.1% | +1.2% |
| YTD | +10.9% | +28.8% | -17.8% | +4.5% |
| 1Y | +8.8% | +5.5% | +3.3% | +4.9% |
| All | +122.7% | +90.1% | +32.6% | +88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling