+282.2%
APH vs ACI
-43.3%
+325.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.4% | +7.5% | +4.1% |
| 7D | -5.9% | -2.2% | -3.7% | -5.9% |
| 30D | -14.8% | +10.3% | -25.1% | -15.1% |
| 3M | -12.4% | +7.2% | -19.6% | -12.7% |
| 6M | +8.1% | -18.0% | +26.1% | +8.7% |
| YTD | +10.9% | -22.0% | +32.9% | +11.7% |
| 1Y | +8.8% | -23.4% | +32.1% | +9.7% |
| 3Y | +262.1% | -35.8% | +297.9% | +271.2% |
| All | +282.2% | -43.3% | +325.5% | +288.5% |
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