+355.9%
APH vs ACI
-42.9%
+398.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +5.0% | +0.2% | +4.8% | +5.0% |
| 30D | -3.9% | +5.9% | -9.8% | -4.1% |
| 3M | +13.0% | -19.8% | +32.8% | +13.8% |
| 6M | +25.2% | -24.7% | +49.9% | +26.4% |
| YTD | +22.9% | -24.4% | +47.3% | +23.9% |
| 1Y | +47.8% | -31.5% | +79.3% | +50.6% |
| 3Y | +283.0% | -38.7% | +321.7% | +293.4% |
| All | +355.9% | -42.9% | +398.9% | +359.2% |
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