+58.1%
INTC vs APH
+269.8%
-211.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.4% |
| 7D | +6.0% | +4.9% | +1.1% | +2.7% |
| 30D | -39.2% | -5.4% | -33.8% | -36.5% |
| 3M | -42.9% | -5.5% | -37.5% | -40.4% |
| 6M | -50.4% | +25.9% | -76.3% | -54.9% |
| YTD | +61.7% | +16.4% | +45.3% | +44.0% |
| 1Y | +66.1% | +16.5% | +49.6% | +47.7% |
| 3Y | +58.1% | +270.9% | -212.7% | -46.9% |
| All | +58.1% | +269.8% | -211.7% | -46.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling