+168.4%
DELL vs APH
+10.9%
+157.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.8% | +12.6% | +12.2% |
| 7D | +0.4% | +0.4% | 0.0% | +0.5% |
| 30D | -35.1% | -8.0% | -27.1% | -32.2% |
| 3M | -15.1% | -5.0% | -10.1% | -12.5% |
| 6M | +51.7% | +29.9% | +21.8% | +44.7% |
| YTD | +200.0% | +18.0% | +182.0% | +161.5% |
| All | +168.4% | +10.9% | +157.4% | +143.8% |
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