+278.0%
APH vs BBWI
-23.6%
+301.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -5.0% | -4.2% | -0.8% | -4.4% |
| 30D | -8.4% | +24.9% | -33.2% | -11.5% |
| 3M | -4.5% | +13.2% | -17.7% | -6.8% |
| 6M | +25.3% | +12.1% | +13.2% | +21.7% |
| YTD | +18.9% | +11.1% | +7.8% | +14.8% |
| 1Y | +11.9% | +0.7% | +11.2% | +9.2% |
| 3Y | +278.0% | -23.8% | +301.7% | +284.0% |
| All | +278.0% | -23.6% | +301.6% | +284.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling