+4,402.6%
APH vs UUUU
-96.2%
+4,498.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.0% |
| 7D | +0.4% | -3.5% | +3.9% | +0.7% |
| 30D | -8.0% | -28.3% | +20.3% | -5.4% |
| 3M | -5.0% | -53.1% | +48.1% | +1.0% |
| 6M | +29.9% | -68.6% | +98.5% | +42.2% |
| YTD | +18.0% | -52.3% | +70.3% | +23.4% |
| 1Y | +11.3% | -55.8% | +67.1% | +17.0% |
| 3Y | +274.9% | -12.3% | +287.2% | +260.7% |
| 5Y | +300.6% | -36.9% | +337.5% | +284.2% |
| 10Y | +944.2% | +388.0% | +556.2% | +710.0% |
| All | +4,402.6% | -96.2% | +4,498.8% | +3,432.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling