+11.3%
APH vs URA
-26.7%
+38.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.5% |
| 7D | +0.4% | +2.9% | -2.5% | -0.7% |
| 30D | -8.0% | -10.8% | +2.8% | -3.5% |
| 3M | -5.0% | -25.5% | +20.5% | +6.4% |
| 6M | +29.9% | -41.2% | +71.1% | +57.0% |
| YTD | +18.0% | -21.3% | +39.2% | +17.1% |
| 1Y | +11.3% | -25.7% | +37.0% | +14.5% |
| All | +11.3% | -26.7% | +38.1% | +14.5% |
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