+262.1%
APH vs XYZ
+73.8%
+188.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +3.8% |
| 7D | -5.9% | +12.1% | -18.1% | -8.3% |
| 30D | -14.8% | +12.4% | -27.2% | -17.0% |
| 3M | -12.4% | +8.2% | -20.6% | -14.2% |
| 6M | +8.1% | +20.7% | -12.6% | +2.8% |
| YTD | +10.9% | +31.3% | -20.4% | +2.7% |
| 1Y | +8.8% | +20.5% | -11.7% | +2.4% |
| 3Y | +262.1% | +72.6% | +189.4% | +208.5% |
| All | +262.1% | +73.8% | +188.3% | +208.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling