+262.1%
APH vs U
+81.5%
+180.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.5% | -1.4% | +3.3% |
| 7D | -5.9% | +36.6% | -42.5% | -10.9% |
| 30D | -14.8% | +13.3% | -28.1% | -16.8% |
| 3M | -12.4% | +26.2% | -38.6% | -16.2% |
| 6M | +8.1% | +88.7% | -80.7% | -4.0% |
| YTD | +10.9% | +16.6% | -5.6% | +4.7% |
| 1Y | +8.8% | +29.0% | -20.2% | +0.8% |
| 3Y | +262.1% | +99.5% | +162.6% | +194.6% |
| All | +262.1% | +81.5% | +180.6% | +194.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling