+247.7%
APH vs ACI
-33.4%
+281.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.6% | -5.7% | -9.8% |
| 7D | -12.7% | +3.5% | -16.2% | -12.3% |
| 30D | -19.2% | +16.8% | -35.9% | -17.7% |
| 3M | -16.7% | +13.1% | -29.8% | -15.4% |
| 6M | +5.1% | -15.6% | +20.8% | +4.3% |
| YTD | +6.6% | -19.2% | +25.8% | +5.5% |
| 1Y | +3.9% | -20.7% | +24.6% | +2.8% |
| All | +247.7% | -33.4% | +281.2% | +248.8% |
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