+26.6%
V vs APH
+10.9%
+15.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.6% |
| 7D | -2.3% | +0.4% | -2.7% | -2.3% |
| 30D | +9.5% | -8.0% | +17.5% | +9.4% |
| 3M | +17.5% | -5.0% | +22.5% | +17.4% |
| 6M | +32.2% | +29.9% | +2.2% | +30.5% |
| YTD | +22.3% | +18.0% | +4.3% | +20.8% |
| All | +26.6% | +10.9% | +15.6% | +25.5% |
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