+3,861.2%
APH vs ACWI
+347.2%
+3,514.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.7% | -7.8% | -8.1% |
| 7D | -2.4% | -0.5% | -1.9% | -2.0% |
| 30D | -9.5% | -1.6% | -7.8% | -7.7% |
| 3M | -7.6% | -1.3% | -6.3% | -6.0% |
| 6M | +12.4% | +5.8% | +6.5% | +6.0% |
| YTD | +17.5% | +12.7% | +4.8% | +3.9% |
| 1Y | +16.4% | +15.0% | +1.4% | +0.9% |
| 3Y | +281.6% | +77.5% | +204.1% | +108.3% |
| 5Y | +317.7% | +61.9% | +255.9% | +153.7% |
| 10Y | +967.8% | +236.1% | +731.7% | +197.7% |
| All | +3,861.2% | +347.2% | +3,514.0% | +688.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling