+944.2%
APH vs AIG
+67.5%
+876.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 7D | +0.4% | +1.4% | -1.0% | -0.1% |
| 30D | -8.0% | +6.6% | -14.6% | -10.3% |
| 3M | -5.0% | +7.9% | -12.9% | -7.9% |
| 6M | +29.9% | +10.4% | +19.5% | +24.0% |
| YTD | +18.0% | -1.3% | +19.3% | +16.6% |
| 1Y | +11.3% | +11.5% | -0.1% | +4.8% |
| 3Y | +274.9% | +38.8% | +236.1% | +220.3% |
| 5Y | +300.6% | +57.8% | +242.8% | +219.9% |
| All | +944.2% | +67.5% | +876.7% | +616.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 10y: compounded portfolio wealth divided by compounded AIG 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…
10y analysis · Full analysis span regression · 6 months rolling