+13.0%
APH vs AIG
+6.5%
+6.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.4% | +5.8% | +9.1% |
| 7D | +1.1% | -3.4% | +4.5% | -0.3% |
| 30D | -7.5% | +3.4% | -10.8% | -6.4% |
| 3M | -4.4% | +1.7% | -6.2% | -3.7% |
| 6M | +26.5% | +5.7% | +20.8% | +29.5% |
| YTD | +20.0% | -5.1% | +25.2% | +19.6% |
| All | +13.0% | +6.5% | +6.5% | +15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling