+99.7%
TXN vs APH
+16.5%
+83.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.2% | +5.8% | +1.3% |
| 7D | +1.0% | -2.4% | +3.4% | +1.6% |
| 30D | +6.1% | -9.5% | +15.6% | +8.6% |
| 3M | +10.4% | -7.6% | +18.0% | +12.2% |
| 6M | +12.6% | +12.4% | +0.2% | +11.3% |
| YTD | +83.5% | +17.5% | +65.9% | +69.8% |
| 1Y | +99.7% | +16.4% | +83.3% | +85.1% |
| All | +99.7% | +16.5% | +83.3% | +85.1% |
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