+930.0%
APH vs ACN
+148.3%
+781.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.8% |
| 7D | +4.9% | -3.8% | +8.7% | +6.3% |
| 30D | -5.4% | +16.5% | -21.9% | -11.8% |
| 3M | -5.5% | +41.5% | -46.9% | -19.7% |
| 6M | +25.9% | +60.1% | -34.2% | -2.3% |
| YTD | +16.4% | -3.9% | +20.3% | +14.9% |
| 1Y | +16.5% | +4.1% | +12.4% | +9.3% |
| 3Y | +270.9% | -15.9% | +286.7% | +274.8% |
| 5Y | +289.5% | -26.3% | +315.8% | +320.6% |
| All | +930.0% | +148.3% | +781.7% | +429.6% |
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