+49.1%
LLY vs APH
+14.0%
+35.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.4% | +1.4% |
| 7D | +1.6% | -5.0% | +6.7% | +1.1% |
| 30D | +21.5% | -8.4% | +29.8% | +20.7% |
| 3M | +16.4% | -4.5% | +20.9% | +16.1% |
| 6M | +51.5% | +25.3% | +26.2% | +52.1% |
| YTD | +33.9% | +18.9% | +15.0% | +31.8% |
| 1Y | +49.1% | +11.9% | +37.2% | +46.4% |
| All | +49.1% | +14.0% | +35.1% | +46.4% |
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