-26.3%
APH vs TRI
-38.3%
+11.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.5% | -46.3% | -48.0% |
| 7D | -48.7% | +0.9% | -49.6% | -48.7% |
| 30D | -51.9% | +7.9% | -59.8% | -51.3% |
| 3M | -43.6% | +24.1% | -67.6% | -41.0% |
| 6M | -37.5% | +3.8% | -41.4% | -35.0% |
| YTD | -38.6% | -16.9% | -21.8% | -37.8% |
| 1Y | -26.3% | -38.4% | +12.1% | -23.7% |
| All | -26.3% | -38.3% | +11.9% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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