-37.0%
APP vs APH
+7.8%
-44.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.1% | +5.7% | +8.4% |
| 7D | +71.2% | -5.9% | +77.2% | +72.3% |
| 30D | +39.1% | -14.8% | +53.9% | +47.0% |
| 3M | +16.5% | -12.4% | +29.0% | +20.5% |
| 6M | -16.6% | +8.1% | -24.6% | -25.2% |
| YTD | -41.9% | +10.9% | -52.9% | -51.6% |
| 1Y | -37.0% | +8.8% | -45.8% | -46.7% |
| All | -37.0% | +7.8% | -44.8% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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