+355.9%
APH vs URA
+128.0%
+227.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | +5.0% | +1.1% | +3.9% | +4.5% |
| 30D | -3.9% | +7.4% | -11.3% | -6.2% |
| 3M | +13.0% | -8.4% | +21.4% | +15.6% |
| 6M | +25.2% | -12.7% | +37.9% | +28.8% |
| YTD | +22.9% | +7.8% | +15.1% | +17.5% |
| 1Y | +47.8% | +19.5% | +28.4% | +35.6% |
| 3Y | +283.0% | +116.4% | +166.6% | +188.0% |
| All | +355.9% | +128.0% | +227.9% | +228.1% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling