-26.3%
APH vs VRSN
+7.9%
-34.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.3% | -49.1% | -47.2% |
| 7D | -48.7% | -0.9% | -47.8% | -48.6% |
| 30D | -51.9% | -0.2% | -51.8% | -51.6% |
| 3M | -43.6% | -0.3% | -43.3% | -42.6% |
| 6M | -37.5% | +23.0% | -60.5% | -32.0% |
| YTD | -38.6% | +21.3% | -60.0% | -33.3% |
| 1Y | -26.3% | +6.7% | -33.1% | -21.9% |
| All | -26.3% | +7.9% | -34.3% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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