+16.4%
APH vs U
+17.5%
-1.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.9% | -11.0% | -6.9% |
| 7D | -2.4% | +7.5% | -9.9% | -3.6% |
| 30D | -9.5% | -7.0% | -2.4% | -8.6% |
| 3M | -7.6% | +20.6% | -28.2% | -11.0% |
| 6M | +12.4% | +53.2% | -40.8% | +3.5% |
| YTD | +17.5% | -3.9% | +21.4% | +17.4% |
| 1Y | +16.4% | +18.4% | -2.0% | +9.3% |
| All | +16.4% | +17.5% | -1.1% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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