+11.9%
APH vs XYZ
+28.4%
-16.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.4% | -0.6% |
| 7D | -5.0% | +12.6% | -17.6% | -5.8% |
| 30D | -8.4% | +10.8% | -19.2% | -9.0% |
| 3M | -4.5% | +8.4% | -12.9% | -5.1% |
| 6M | +25.3% | +14.3% | +10.9% | +22.8% |
| YTD | +18.9% | +31.5% | -12.6% | +13.3% |
| 1Y | +11.9% | +28.1% | -16.2% | +7.3% |
| All | +11.9% | +28.4% | -16.5% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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