+11.9%
APH vs URA
-30.3%
+42.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.5% | +4.7% | +6.1% |
| 7D | -5.0% | +0.3% | -5.3% | -5.0% |
| 30D | -8.4% | -14.8% | +6.4% | -2.1% |
| 3M | -4.5% | -25.3% | +20.8% | +6.9% |
| 6M | +25.3% | -39.9% | +65.2% | +50.1% |
| YTD | +18.9% | -22.4% | +41.3% | +19.3% |
| 1Y | +11.9% | -29.0% | +40.9% | +17.9% |
| All | +11.9% | -30.3% | +42.2% | +17.9% |
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