+47.8%
APH vs U
+6.4%
+41.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | +5.0% | -3.8% | +8.8% | +5.5% |
| 30D | -3.9% | +17.5% | -21.3% | -6.4% |
| 3M | +13.0% | +38.7% | -25.8% | +7.1% |
| 6M | +25.2% | +104.4% | -79.3% | +11.3% |
| YTD | +22.9% | -5.7% | +28.6% | +21.3% |
| 1Y | +47.8% | +3.7% | +44.2% | +43.2% |
| All | +47.8% | +6.4% | +41.5% | +43.2% |
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