-26.3%
APH vs TGT
+84.5%
-110.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.2% | -50.0% | -47.7% |
| 7D | -48.7% | -0.9% | -47.8% | -48.5% |
| 30D | -51.9% | +12.2% | -64.1% | -52.2% |
| 3M | -43.6% | +33.8% | -77.3% | -45.5% |
| 6M | -37.5% | +39.3% | -76.8% | -40.2% |
| YTD | -38.6% | +72.9% | -111.5% | -42.4% |
| 1Y | -26.3% | +84.6% | -110.9% | -32.3% |
| All | -26.3% | +84.5% | -110.8% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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