+262.1%
APH vs BAH
-26.3%
+288.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.4% | +8.6% | +4.1% |
| 7D | -5.9% | -3.5% | -2.4% | -6.0% |
| 30D | -14.8% | +24.3% | -39.1% | -14.9% |
| 3M | -12.4% | +16.3% | -28.7% | -12.5% |
| 6M | +8.1% | +13.6% | -5.5% | +8.5% |
| YTD | +10.9% | +3.5% | +7.5% | +11.2% |
| 1Y | +8.8% | +2.7% | +6.1% | +9.1% |
| 3Y | +262.1% | -26.6% | +288.6% | +270.6% |
| All | +262.1% | -26.3% | +288.3% | +270.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling