+360.5%
BE vs APH
-25.2%
+385.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.6% | -47.8% | +70.4% | +37.5% |
| 7D | +16.1% | -48.7% | +64.8% | +33.1% |
| 30D | +7.9% | -51.9% | +59.9% | +34.0% |
| 3M | -13.2% | -43.6% | +30.3% | -5.7% |
| 6M | +53.5% | -37.5% | +91.0% | +51.6% |
| YTD | +191.0% | -38.6% | +229.7% | +145.2% |
| 1Y | +360.5% | -26.3% | +386.8% | +256.7% |
| All | +360.5% | -25.2% | +385.8% | +256.7% |
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