+294.9%
APH vs ACI
-42.6%
+337.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.8% |
| 7D | +0.4% | -5.3% | +5.7% | +0.4% |
| 30D | -8.0% | +5.0% | -13.0% | -8.1% |
| 3M | -5.0% | +7.5% | -12.5% | -5.2% |
| 6M | +29.9% | -16.0% | +45.9% | +30.6% |
| YTD | +18.0% | -20.6% | +38.6% | +18.7% |
| 1Y | +11.3% | -23.5% | +34.9% | +12.5% |
| 3Y | +274.9% | -32.1% | +307.1% | +281.5% |
| All | +294.9% | -42.6% | +337.5% | +299.5% |
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