+1,834.5%
APH vs ACWI
+356.8%
+1,477.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.8% | -48.5% | -48.6% |
| 7D | -48.7% | +0.2% | -48.9% | -49.2% |
| 30D | -51.9% | +0.9% | -52.8% | -52.8% |
| 3M | -43.6% | +2.4% | -46.0% | -45.2% |
| 6M | -37.5% | +12.4% | -49.9% | -45.4% |
| YTD | -38.6% | +15.2% | -53.8% | -47.6% |
| 1Y | -26.3% | +22.7% | -49.0% | -41.2% |
| 3Y | +89.2% | +75.8% | +13.4% | +3.3% |
| 5Y | +119.8% | +67.7% | +52.1% | +27.1% |
| 10Y | +454.3% | +229.0% | +225.3% | +56.4% |
| All | +1,834.5% | +356.8% | +1,477.7% | +272.1% |
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