+12.5%
APH vs U
+18.2%
-5.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.6% |
| 7D | +0.4% | +16.9% | -16.6% | -1.9% |
| 30D | -8.0% | +6.4% | -14.3% | -8.9% |
| 3M | -5.0% | +13.2% | -18.2% | -7.1% |
| 6M | +29.9% | +84.8% | -54.9% | +16.1% |
| YTD | +18.0% | +12.4% | +5.6% | +17.2% |
| All | +12.5% | +18.2% | -5.7% | +6.7% |
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