+11.9%
APH vs VRSN
+29.6%
-17.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -0.3% |
| 7D | -5.0% | -0.9% | -4.2% | -5.3% |
| 30D | -8.4% | +2.4% | -10.8% | -7.5% |
| 3M | -4.5% | +6.4% | -10.9% | -2.0% |
| 6M | +25.3% | +8.6% | +16.7% | +31.0% |
| YTD | +18.9% | +29.3% | -10.3% | +32.3% |
| 1Y | +11.9% | +27.2% | -15.3% | +24.2% |
| All | +11.9% | +29.6% | -17.7% | +24.2% |
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