+8.8%
APH vs ACI
-23.4%
+32.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.4% | +7.5% | +3.2% |
| 7D | -5.9% | -2.2% | -3.7% | -6.3% |
| 30D | -14.8% | +10.3% | -25.1% | -12.7% |
| 3M | -12.4% | +7.2% | -19.6% | -10.7% |
| 6M | +8.1% | -18.0% | +26.1% | +3.1% |
| YTD | +10.9% | -22.0% | +32.9% | +4.9% |
| 1Y | +8.8% | -23.4% | +32.1% | +2.1% |
| All | +8.8% | -23.4% | +32.2% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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