+16.4%
APH vs VICR
+76.0%
-59.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -11.1% | +5.0% | -3.7% |
| 7D | -2.4% | -26.6% | +24.2% | +4.1% |
| 30D | -9.5% | -47.9% | +38.5% | +3.0% |
| 3M | -7.6% | -29.8% | +22.1% | -2.3% |
| 6M | +12.4% | -36.6% | +49.0% | +17.9% |
| YTD | +17.5% | +45.1% | -27.6% | -5.6% |
| 1Y | +16.4% | +80.0% | -63.6% | -14.9% |
| All | +16.4% | +76.0% | -59.6% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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