+41.6%
TXN vs APH
-25.2%
+66.8%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -47.8% | +46.8% | +4.5% |
| 7D | -3.0% | -48.7% | +45.7% | +2.7% |
| 30D | -6.9% | -51.9% | +45.0% | -0.1% |
| 3M | -14.9% | -43.6% | +28.6% | -10.7% |
| 6M | +29.0% | -37.5% | +66.5% | +34.4% |
| YTD | +51.5% | -38.6% | +90.1% | +51.1% |
| 1Y | +41.6% | -26.3% | +67.9% | +41.4% |
| All | +41.6% | -25.2% | +66.8% | +41.4% |
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