+948.3%
APH vs ACN
+147.7%
+800.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.9% |
| 7D | +11.1% | -5.7% | +16.9% | +13.4% |
| 30D | -7.3% | +17.0% | -24.3% | -13.7% |
| 3M | -6.2% | +39.9% | -46.0% | -20.0% |
| 6M | +24.9% | +50.2% | -25.3% | 0.0% |
| YTD | +18.4% | -4.2% | +22.6% | +17.0% |
| 1Y | +13.0% | +4.3% | +8.7% | +5.8% |
| 3Y | +276.4% | -17.1% | +293.5% | +284.0% |
| 5Y | +296.4% | -26.5% | +322.9% | +328.4% |
| All | +948.3% | +147.7% | +800.6% | +439.4% |
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