+11.9%
APH vs TGT
+84.6%
-72.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.9% |
| 7D | -5.0% | +5.5% | -10.6% | -4.9% |
| 30D | -8.4% | +6.0% | -14.4% | -8.2% |
| 3M | -4.5% | +8.0% | -12.5% | -4.5% |
| 6M | +25.3% | +32.3% | -7.0% | +20.7% |
| YTD | +18.9% | +71.3% | -52.3% | +11.5% |
| 1Y | +11.9% | +86.8% | -74.9% | +4.8% |
| All | +11.9% | +84.6% | -72.7% | +4.8% |
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