+12.2%
APH vs TNA
+29.0%
-16.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | 0.0% |
| 7D | -5.0% | -0.5% | -4.6% | -5.0% |
| 30D | -8.4% | -0.7% | -7.6% | -8.3% |
| 3M | -4.5% | -21.5% | +17.0% | +5.3% |
| 6M | +25.3% | -11.2% | +36.5% | +30.4% |
| YTD | +18.9% | +27.0% | -8.1% | +4.8% |
| All | +12.2% | +29.0% | -16.8% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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