-26.3%
APH vs TRV
+34.7%
-61.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.9% | -48.7% | -47.2% |
| 7D | -48.7% | 0.0% | -48.7% | -48.4% |
| 30D | -51.9% | -3.4% | -48.5% | -52.5% |
| 3M | -43.6% | +26.4% | -70.0% | -35.7% |
| 6M | -37.5% | +19.3% | -56.8% | -31.1% |
| YTD | -38.6% | +28.3% | -67.0% | -28.8% |
| 1Y | -26.3% | +34.3% | -60.6% | -12.4% |
| All | -26.3% | +34.7% | -61.0% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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