-37.5%
APH vs TRU
+1.4%
-38.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.9% | -41.9% | -45.7% |
| 7D | -48.7% | -5.7% | -43.0% | -46.7% |
| 30D | -51.9% | 0.0% | -52.0% | -50.0% |
| 3M | -43.6% | +13.3% | -56.9% | -43.0% |
| 6M | -37.5% | +3.4% | -41.0% | -34.9% |
| All | -37.5% | +1.4% | -38.9% | -34.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling