+259.0%
APH vs UUUU
-11.4%
+270.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.1% | +3.9% |
| 7D | -5.9% | -13.6% | +7.7% | -3.7% |
| 30D | -14.8% | -35.1% | +20.3% | -8.9% |
| 3M | -12.4% | -48.4% | +35.9% | -3.5% |
| 6M | +8.1% | -71.7% | +79.7% | +28.7% |
| YTD | +10.9% | -54.2% | +65.1% | +20.3% |
| 1Y | +8.8% | -56.0% | +64.7% | +18.3% |
| All | +259.0% | -11.4% | +270.5% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling