+1,041.3%
APH vs BAH
+182.5%
+858.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | +0.2% | -4.3% | +4.5% | +1.2% |
| 30D | -3.3% | -4.5% | +1.1% | -2.5% |
| 3M | +14.0% | -7.6% | +21.6% | +15.4% |
| 6M | +24.4% | -10.6% | +35.0% | +26.4% |
| YTD | +21.4% | -12.6% | +34.0% | +22.4% |
| 1Y | +48.9% | -27.0% | +75.9% | +57.2% |
| 3Y | +290.1% | -31.5% | +321.6% | +299.0% |
| 5Y | +352.8% | -3.8% | +356.6% | +300.6% |
| 10Y | +1,041.3% | +183.9% | +857.3% | +655.5% |
| All | +1,041.3% | +182.5% | +858.7% | +655.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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