+90.5%
APH vs ACI
-38.5%
+129.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.6% | -49.4% | -47.6% |
| 7D | -48.7% | +2.6% | -51.3% | -48.5% |
| 30D | -51.9% | +5.9% | -57.8% | -51.6% |
| 3M | -43.6% | -19.8% | -23.8% | -44.3% |
| 6M | -37.5% | -24.7% | -12.8% | -38.6% |
| YTD | -38.6% | -24.4% | -14.2% | -39.7% |
| 1Y | -26.3% | -31.5% | +5.2% | -27.2% |
| All | +90.5% | -38.5% | +129.0% | +90.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling