+87,317.1%
APH vs VIAV
+2,964.2%
+84,352.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.1% |
| 7D | +5.0% | -4.6% | +9.6% | +5.9% |
| 30D | -3.9% | -10.4% | +6.5% | -1.9% |
| 3M | +13.0% | -34.5% | +47.5% | +22.2% |
| 6M | +25.2% | +7.0% | +18.2% | +19.8% |
| YTD | +22.9% | +95.6% | -72.7% | +2.2% |
| 1Y | +47.8% | +197.2% | -149.3% | +11.5% |
| 3Y | +283.0% | +232.0% | +51.0% | +176.7% |
| 5Y | +349.7% | +102.2% | +247.5% | +257.1% |
| 10Y | +1,061.2% | +344.6% | +716.6% | +671.5% |
| All | +87,317.1% | +2,964.2% | +84,352.9% | +41,802.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling