+12,854.1%
APH vs ACN
+2,439.2%
+10,414.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.8% | +5.9% | +4.8% |
| 7D | -5.9% | +0.9% | -6.8% | -6.5% |
| 30D | -14.8% | +33.5% | -48.3% | -25.4% |
| 3M | -12.4% | +53.5% | -65.9% | -28.9% |
| 6M | +8.1% | +52.2% | -44.2% | -15.0% |
| YTD | +10.9% | -0.1% | +11.1% | +3.4% |
| 1Y | +8.8% | +11.0% | -2.3% | -3.9% |
| 3Y | +262.1% | -11.8% | +273.8% | +245.3% |
| 5Y | +283.1% | -22.8% | +305.9% | +285.4% |
| 10Y | +908.1% | +162.4% | +745.6% | +479.1% |
| All | +12,854.1% | +2,439.2% | +10,414.9% | +2,941.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling