+47.8%
APH vs USAR
+27.9%
+20.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +0.9% |
| 7D | +5.0% | -2.1% | +7.1% | +5.2% |
| 30D | -3.9% | +2.6% | -6.5% | -4.4% |
| 3M | +13.0% | -35.0% | +48.0% | +16.8% |
| 6M | +25.2% | -6.9% | +32.0% | +23.9% |
| YTD | +22.9% | +48.0% | -25.0% | +18.7% |
| 1Y | +47.8% | +24.8% | +23.0% | +43.4% |
| All | +47.8% | +27.9% | +20.0% | +43.4% |
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