+12.5%
APH vs YUM
+8.7%
+3.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.4% | -3.7% | +4.0% | +0.2% |
| 30D | -8.0% | +9.2% | -17.2% | -8.4% |
| 3M | -5.0% | +11.2% | -16.2% | -5.9% |
| 6M | +29.9% | +7.7% | +22.3% | +28.3% |
| YTD | +18.0% | +7.5% | +10.5% | +22.2% |
| All | +12.5% | +8.7% | +3.9% | +18.3% |
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