+295.0%
APH vs VIAV
+251.4%
+43.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | 0.0% |
| 7D | +5.0% | -4.6% | +9.6% | +6.0% |
| 30D | -3.9% | -10.4% | +6.5% | -1.6% |
| 3M | +13.0% | -34.5% | +47.5% | +22.8% |
| 6M | +25.2% | +7.0% | +18.2% | +18.3% |
| YTD | +22.9% | +95.6% | -72.7% | -2.9% |
| 1Y | +47.8% | +197.2% | -149.3% | +3.4% |
| All | +295.0% | +251.4% | +43.6% | +156.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling