+16.5%
APH vs BAH
+5.1%
+11.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.8% |
| 7D | +4.9% | +1.7% | +3.2% | +5.2% |
| 30D | -5.4% | +20.8% | -26.2% | -2.0% |
| 3M | -5.5% | +11.6% | -17.0% | -3.0% |
| 6M | +25.9% | +23.1% | +2.8% | +32.6% |
| YTD | +16.4% | +5.3% | +11.1% | +18.2% |
| 1Y | +16.5% | +6.1% | +10.3% | +16.6% |
| All | +16.5% | +5.1% | +11.4% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling