+65.0%
INTC vs APH
+12.1%
+52.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.8% | +8.3% | +8.0% |
| 7D | +7.3% | +0.4% | +6.9% | +7.1% |
| 30D | -38.3% | -8.0% | -30.4% | -34.8% |
| 3M | -36.0% | -5.0% | -31.0% | -33.6% |
| 6M | -51.7% | +29.9% | -81.6% | -54.3% |
| YTD | +69.4% | +18.0% | +51.4% | +42.4% |
| 1Y | +65.0% | +11.3% | +53.7% | +47.5% |
| All | +65.0% | +12.1% | +52.9% | +47.5% |
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