+11.9%
APH vs VIAV
+70.1%
-58.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.1% |
| 7D | -5.0% | +3.2% | -8.2% | -5.9% |
| 30D | -8.4% | -31.8% | +23.4% | -0.4% |
| 3M | -4.5% | -16.6% | +12.1% | -1.1% |
| 6M | +25.3% | -39.4% | +64.7% | +36.2% |
| YTD | +18.9% | +74.0% | -55.1% | -13.1% |
| 1Y | +11.9% | +70.8% | -58.8% | -16.7% |
| All | +11.9% | +70.1% | -58.2% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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