+16.4%
APH vs ZYBT
-42.3%
+58.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.2% | -8.4% | -6.2% |
| 7D | -2.4% | -3.5% | +1.1% | -2.4% |
| 30D | -9.5% | +15.1% | -24.6% | -9.5% |
| 3M | -7.6% | +7.0% | -14.7% | -7.6% |
| 6M | +12.4% | +37.7% | -25.3% | +14.8% |
| YTD | +17.5% | +19.1% | -1.6% | +19.1% |
| 1Y | +16.4% | -38.3% | +54.7% | +23.5% |
| All | +16.4% | -42.3% | +58.7% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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