+16.4%
APH vs VRSK
-8.8%
+25.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.6% | -6.0% |
| 7D | -2.4% | +4.2% | -6.6% | -0.7% |
| 30D | -9.5% | +21.2% | -30.6% | -2.4% |
| 3M | -7.6% | +2.9% | -10.5% | -5.1% |
| 6M | +12.4% | +11.3% | +1.1% | +18.8% |
| YTD | +17.5% | -10.8% | +28.4% | +11.3% |
| 1Y | +16.4% | -9.2% | +25.6% | +11.4% |
| All | +16.4% | -8.8% | +25.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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