+46.1%
GOOGL vs APH
-25.2%
+71.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -47.8% | +47.5% | +3.7% |
| 7D | -0.6% | -48.7% | +48.1% | +3.6% |
| 30D | -6.6% | -51.9% | +45.3% | -1.6% |
| 3M | -9.0% | -43.6% | +34.5% | -7.1% |
| 6M | +11.8% | -37.5% | +49.3% | +10.9% |
| YTD | +8.3% | -38.6% | +46.9% | +4.1% |
| 1Y | +46.1% | -26.3% | +72.4% | +31.4% |
| All | +46.1% | -25.2% | +71.4% | +31.4% |
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