+16.5%
APH vs TNA
+27.1%
-10.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.3% |
| 7D | +4.9% | +3.7% | +1.2% | +3.1% |
| 30D | -5.4% | +4.4% | -9.8% | -7.4% |
| 3M | -5.5% | -26.7% | +21.2% | +7.1% |
| 6M | +25.9% | -12.8% | +38.7% | +32.2% |
| YTD | +16.4% | +22.7% | -6.3% | +4.8% |
| 1Y | +16.5% | +35.7% | -19.2% | +0.6% |
| All | +16.5% | +27.1% | -10.7% | +0.6% |
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