+16.4%
APH vs TSEM
+79.9%
-63.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -8.7% | +2.6% | -4.1% |
| 7D | -2.4% | -23.1% | +20.7% | +3.5% |
| 30D | -9.5% | -40.4% | +30.9% | +1.2% |
| 3M | -7.6% | -37.9% | +30.3% | +1.6% |
| 6M | +12.4% | -30.8% | +43.2% | +18.0% |
| YTD | +17.5% | +26.7% | -9.2% | +1.7% |
| 1Y | +16.4% | +80.5% | -64.1% | -9.9% |
| All | +16.4% | +79.9% | -63.5% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TSEM.
Daily Out/Under-Performance
Portfolio return minus TSEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSEM 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 TSEM 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