+944.2%
APH vs BBWI
-45.0%
+989.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +0.4% | -7.7% | +8.1% | +1.9% |
| 30D | -8.0% | +24.8% | -32.7% | -11.9% |
| 3M | -5.0% | +16.2% | -21.2% | -8.4% |
| 6M | +29.9% | +15.8% | +14.1% | +24.6% |
| YTD | +18.0% | +11.4% | +6.5% | +12.8% |
| 1Y | +11.3% | +3.2% | +8.1% | +7.1% |
| 3Y | +274.9% | -23.5% | +298.4% | +267.9% |
| 5Y | +300.6% | -67.4% | +368.0% | +344.7% |
| 10Y | +944.2% | -46.0% | +990.2% | +764.2% |
| All | +944.2% | -45.0% | +989.2% | +764.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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