+1,059.7%
APH vs ACWI
+228.2%
+831.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | +0.5% | +4.5% | +4.3% |
| 30D | -3.9% | +0.9% | -4.7% | -4.8% |
| 3M | +13.0% | +2.4% | +10.6% | +10.2% |
| 6M | +25.2% | +12.4% | +12.8% | +9.3% |
| YTD | +22.9% | +15.2% | +7.8% | +4.8% |
| 1Y | +47.8% | +22.7% | +25.1% | +17.4% |
| 3Y | +283.0% | +75.8% | +207.2% | +105.1% |
| 5Y | +349.7% | +67.7% | +281.9% | +155.1% |
| All | +1,059.7% | +228.2% | +831.5% | +238.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling