+48.9%
APH vs TGT
+81.6%
-32.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.2% |
| 7D | +0.2% | -0.6% | +0.8% | +0.3% |
| 30D | -3.3% | +9.5% | -12.9% | -4.0% |
| 3M | +14.0% | +32.3% | -18.2% | +9.8% |
| 6M | +24.4% | +37.0% | -12.6% | +18.7% |
| YTD | +21.4% | +71.0% | -49.6% | +13.5% |
| 1Y | +48.9% | +85.0% | -36.1% | +36.8% |
| All | +48.9% | +81.6% | -32.7% | +36.8% |
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