+1,059.7%
APH vs ACN
+90.8%
+968.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +2.2% |
| 7D | +5.0% | -1.5% | +6.5% | +5.6% |
| 30D | -3.9% | +9.4% | -13.2% | -7.8% |
| 3M | +13.0% | +5.6% | +7.3% | +7.7% |
| 6M | +25.2% | -9.3% | +34.4% | +26.9% |
| YTD | +22.9% | -29.0% | +51.9% | +39.6% |
| 1Y | +47.8% | -24.7% | +72.5% | +60.5% |
| 3Y | +283.0% | -39.8% | +322.8% | +354.1% |
| 5Y | +349.7% | -40.9% | +390.6% | +427.8% |
| All | +1,059.7% | +90.8% | +968.9% | +610.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 10y: compounded portfolio wealth divided by compounded ACN 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…
10y analysis · Full analysis span regression · 6 months rolling