-26.3%
APH vs URA
+17.2%
-43.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -48.2% |
| 7D | -48.7% | -4.8% | -43.9% | -48.0% |
| 30D | -51.9% | +7.4% | -59.3% | -53.3% |
| 3M | -43.6% | -8.4% | -35.2% | -42.5% |
| 6M | -37.5% | -12.7% | -24.8% | -36.5% |
| YTD | -38.6% | +7.8% | -46.4% | -42.3% |
| 1Y | -26.3% | +19.5% | -45.8% | -30.7% |
| All | -26.3% | +17.2% | -43.6% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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