+278.0%
APH vs TT
+94.9%
+183.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | -5.0% | +0.8% | -5.8% | -5.3% |
| 30D | -8.4% | -11.8% | +3.4% | +0.1% |
| 3M | -4.5% | -11.6% | +7.1% | +4.2% |
| 6M | +25.3% | -9.3% | +34.6% | +33.8% |
| YTD | +18.9% | +8.9% | +10.0% | +11.6% |
| 1Y | +11.9% | -2.2% | +14.2% | +13.1% |
| 3Y | +278.0% | +91.9% | +186.1% | +160.0% |
| All | +278.0% | +94.9% | +183.1% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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