+132,206.2%
APH vs AIG
-28.9%
+132,235.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | +5.0% | -0.9% | +5.9% | +5.1% |
| 30D | -3.9% | -4.9% | +1.0% | -3.0% |
| 3M | +13.0% | +4.5% | +8.5% | +11.7% |
| 6M | +25.2% | -1.4% | +26.6% | +25.0% |
| YTD | +22.9% | -9.8% | +32.7% | +24.5% |
| 1Y | +47.8% | -4.5% | +52.4% | +47.7% |
| 3Y | +283.0% | +37.4% | +245.6% | +256.9% |
| 5Y | +349.7% | +55.0% | +294.7% | +307.8% |
| 10Y | +1,061.2% | +63.7% | +997.6% | +905.9% |
| All | +132,206.2% | -28.9% | +132,235.1% | +100,030.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling