+73.5%
BA vs APH
+1,060.9%
-987.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.3% |
| 7D | +1.2% | +5.0% | -3.8% | -2.1% |
| 30D | -11.6% | -3.9% | -7.8% | -9.7% |
| 3M | -2.4% | +13.0% | -15.4% | -12.4% |
| 6M | -6.6% | +25.2% | -31.8% | -24.1% |
| YTD | -2.2% | +22.9% | -25.2% | -23.1% |
| 1Y | -8.0% | +47.8% | -55.9% | -39.2% |
| 3Y | -5.0% | +283.0% | -288.0% | -75.8% |
| 5Y | -2.7% | +349.7% | -352.4% | -79.5% |
| All | +73.5% | +1,060.9% | -987.4% | -82.9% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling