-26.3%
APH vs YUM
+5.7%
-32.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.7% | -46.1% | -47.5% |
| 7D | -48.7% | 0.0% | -48.7% | -48.4% |
| 30D | -51.9% | -1.1% | -50.8% | -51.6% |
| 3M | -43.6% | +1.8% | -45.3% | -43.6% |
| 6M | -37.5% | -4.7% | -32.8% | -37.2% |
| YTD | -38.6% | +0.6% | -39.2% | -36.6% |
| 1Y | -26.3% | +6.4% | -32.7% | -20.9% |
| All | -26.3% | +5.7% | -32.0% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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