+288.5%
APH vs TRV
+145.3%
+143.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | 0.0% | +8.2% | +8.2% |
| 7D | +1.1% | -0.9% | +2.0% | +1.1% |
| 30D | -7.5% | +7.2% | -14.7% | -7.2% |
| 3M | -4.4% | +3.2% | -7.6% | -4.2% |
| 6M | +26.5% | +33.6% | -7.1% | +25.7% |
| YTD | +20.0% | +37.8% | -17.7% | +18.8% |
| 1Y | +16.9% | +43.4% | -26.5% | +14.9% |
| 3Y | +288.5% | +146.7% | +141.8% | +280.2% |
| All | +288.5% | +145.3% | +143.2% | +280.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling