+212.1%
APH vs U
-44.5%
+256.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.0% | -46.7% | -47.6% |
| 7D | -48.7% | -4.2% | -44.5% | -48.3% |
| 30D | -51.9% | +17.5% | -69.4% | -53.1% |
| 3M | -43.6% | +38.7% | -82.3% | -46.3% |
| 6M | -37.5% | +104.4% | -141.9% | -44.1% |
| YTD | -38.6% | -5.7% | -33.0% | -39.7% |
| 1Y | -26.3% | +3.7% | -30.0% | -29.1% |
| 3Y | +89.2% | +12.3% | +76.9% | +71.3% |
| 5Y | +119.8% | -68.8% | +188.6% | +109.6% |
| All | +212.1% | -44.5% | +256.6% | +181.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling