+262.1%
APH vs ACN
-11.6%
+273.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.8% | +5.9% | +4.1% |
| 7D | -5.9% | +0.9% | -6.8% | -5.9% |
| 30D | -14.8% | +33.5% | -48.3% | -14.9% |
| 3M | -12.4% | +53.5% | -65.9% | -12.9% |
| 6M | +8.1% | +52.2% | -44.2% | +8.6% |
| YTD | +10.9% | -0.1% | +11.1% | +19.0% |
| 1Y | +8.8% | +11.0% | -2.3% | +13.5% |
| 3Y | +262.1% | -11.8% | +273.8% | +273.7% |
| All | +262.1% | -11.6% | +273.6% | +273.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling