+35.7%
APH vs YUM
+0.9%
+34.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.3% |
| 7D | -2.2% | -5.2% | +3.0% | -1.9% |
| 30D | -4.0% | -0.1% | -3.9% | -4.2% |
| 3M | +7.7% | -4.3% | +12.0% | +7.6% |
| 6M | +17.8% | -8.7% | +26.5% | +18.2% |
| YTD | +19.2% | -3.5% | +22.7% | +22.5% |
| 1Y | +35.7% | +0.5% | +35.2% | +43.0% |
| All | +35.7% | +0.9% | +34.8% | +43.0% |
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