+44.5%
GOOG vs APH
-25.2%
+69.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -47.8% | +47.8% | +3.7% |
| 7D | -0.7% | -48.7% | +48.0% | +3.3% |
| 30D | -6.9% | -51.9% | +45.0% | -2.1% |
| 3M | -9.1% | -43.6% | +34.4% | -7.4% |
| 6M | +10.6% | -37.5% | +48.2% | +9.7% |
| YTD | +7.0% | -38.6% | +45.6% | +3.0% |
| 1Y | +44.5% | -26.3% | +70.9% | +30.0% |
| All | +44.5% | -25.2% | +69.8% | +30.0% |
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