+57.3%
LLY vs APH
+16.5%
+40.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.2% | +6.8% | +0.1% |
| 7D | +10.1% | -2.4% | +12.5% | +9.9% |
| 30D | +24.0% | -9.5% | +33.5% | +23.4% |
| 3M | +27.3% | -7.6% | +34.9% | +26.9% |
| 6M | +47.0% | +12.4% | +34.6% | +46.8% |
| YTD | +32.6% | +17.5% | +15.1% | +29.4% |
| 1Y | +57.3% | +16.4% | +40.9% | +52.8% |
| All | +57.3% | +16.5% | +40.9% | +52.8% |
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