+77.6%
V vs APH
+258.9%
-181.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.3% |
| 7D | +2.2% | -5.9% | +8.1% | +2.5% |
| 30D | +13.6% | -14.8% | +28.4% | +14.9% |
| 3M | +14.3% | -12.4% | +26.7% | +15.2% |
| 6M | +33.1% | +8.1% | +25.0% | +30.5% |
| YTD | +21.2% | +10.9% | +10.3% | +17.1% |
| 1Y | +26.4% | +8.8% | +17.7% | +22.3% |
| 3Y | +77.6% | +262.1% | -184.5% | +24.2% |
| All | +77.6% | +258.9% | -181.3% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling