+8.8%
APH vs USAR
-51.6%
+60.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +10.8% | -6.7% | +2.3% |
| 7D | -5.9% | -14.5% | +8.6% | -3.7% |
| 30D | -14.8% | -37.8% | +23.0% | -8.8% |
| 3M | -12.4% | -52.8% | +40.3% | -2.8% |
| 6M | +8.1% | -71.2% | +79.3% | +26.3% |
| YTD | +10.9% | -30.9% | +41.8% | +14.2% |
| 1Y | +8.8% | -48.0% | +56.8% | +15.5% |
| All | +8.8% | -51.6% | +60.3% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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