+13.0%
APH vs ACN
+5.8%
+7.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.4% | +10.6% | +7.8% |
| 7D | +1.1% | -2.5% | +3.6% | +0.8% |
| 30D | -7.5% | +22.6% | -30.1% | -4.5% |
| 3M | -4.4% | +45.9% | -50.4% | +1.3% |
| 6M | +26.5% | +43.8% | -17.4% | +37.5% |
| YTD | +20.0% | -2.5% | +22.5% | +25.7% |
| All | +13.0% | +5.8% | +7.2% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling