+270.9%
APH vs ACI
-31.5%
+302.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.8% |
| 7D | +4.9% | +2.3% | +2.6% | +5.2% |
| 30D | -5.4% | +1.2% | -6.6% | -5.1% |
| 3M | -5.5% | +6.8% | -12.3% | -4.5% |
| 6M | +25.9% | -18.7% | +44.6% | +24.5% |
| YTD | +16.4% | -20.2% | +36.6% | +15.0% |
| 1Y | +16.5% | -23.7% | +40.2% | +15.2% |
| 3Y | +270.9% | -31.6% | +302.5% | +266.7% |
| All | +270.9% | -31.5% | +302.3% | +266.7% |
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