+26.6%
BE vs APH
+7.8%
+18.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.1% | -0.7% | -1.6% |
| 7D | -14.7% | -5.9% | -8.8% | -7.3% |
| 30D | -40.5% | -14.8% | -25.7% | -26.7% |
| 3M | -24.3% | -12.4% | -11.9% | -9.5% |
| 6M | -39.3% | +8.1% | -47.4% | -39.5% |
| YTD | +99.4% | +10.9% | +88.4% | +51.9% |
| 1Y | +26.6% | +8.8% | +17.8% | +3.0% |
| All | +26.6% | +7.8% | +18.8% | +3.0% |
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