+6,577.9%
APH vs ACN
+1,705.6%
+4,872.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.6% | -46.2% | -47.1% |
| 7D | -48.7% | -0.4% | -48.4% | -48.3% |
| 30D | -51.9% | +9.4% | -61.3% | -53.6% |
| 3M | -43.6% | +5.6% | -49.2% | -46.3% |
| 6M | -37.5% | -9.3% | -28.3% | -37.2% |
| YTD | -38.6% | -29.0% | -9.7% | -32.0% |
| 1Y | -26.3% | -24.7% | -1.7% | -21.3% |
| 3Y | +89.2% | -39.8% | +129.0% | +118.6% |
| 5Y | +119.8% | -40.9% | +160.7% | +153.9% |
| 10Y | +454.3% | +91.1% | +363.1% | +274.1% |
| All | +6,577.9% | +1,705.6% | +4,872.3% | +1,763.9% |
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