+291.1%
APH vs TRU
+0.4%
+290.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.9% | +6.8% | +2.1% |
| 7D | +5.0% | -6.8% | +11.7% | +6.4% |
| 30D | -3.9% | 0.0% | -3.9% | -4.1% |
| 3M | +13.0% | +13.3% | -0.3% | +8.5% |
| 6M | +25.2% | +3.4% | +21.7% | +22.7% |
| YTD | +22.9% | -6.4% | +29.3% | +22.8% |
| 1Y | +47.8% | -9.7% | +57.5% | +48.4% |
| All | +291.1% | +0.4% | +290.6% | +300.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling