+306.4%
APH vs ACI
-39.7%
+346.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.0% |
| 7D | -5.0% | -0.6% | -4.4% | -5.0% |
| 30D | -8.4% | +9.5% | -17.9% | -8.6% |
| 3M | -4.5% | +10.1% | -14.6% | -4.8% |
| 6M | +25.3% | -15.4% | +40.7% | +26.0% |
| YTD | +18.9% | -19.5% | +38.5% | +19.7% |
| 1Y | +11.9% | -21.0% | +32.9% | +12.9% |
| 3Y | +278.0% | -31.2% | +309.2% | +284.6% |
| 5Y | +306.4% | -40.6% | +347.0% | +312.0% |
| All | +306.4% | -39.7% | +346.1% | +312.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling