+262.0%
APH vs ACI
+25.9%
+236.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.6% | -49.4% | -47.8% |
| 7D | -48.7% | +2.6% | -51.3% | -48.8% |
| 30D | -51.9% | +5.9% | -57.8% | -52.0% |
| 3M | -43.6% | -19.8% | -23.8% | -43.2% |
| 6M | -37.5% | -24.7% | -12.8% | -37.0% |
| YTD | -38.6% | -24.4% | -14.2% | -38.2% |
| 1Y | -26.3% | -31.5% | +5.2% | -25.3% |
| 3Y | +89.2% | -38.7% | +127.9% | +92.9% |
| 5Y | +119.8% | -42.8% | +162.6% | +122.6% |
| All | +262.0% | +25.9% | +236.2% | +264.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling