+285.6%
APH vs BBWI
-43.7%
+329.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -2.0% | +0.4% |
| 7D | +5.0% | +1.5% | +3.4% | +4.7% |
| 30D | -3.9% | -5.2% | +1.3% | -3.3% |
| 3M | +13.0% | +11.1% | +1.9% | +10.1% |
| 6M | +25.2% | -13.4% | +38.5% | +26.7% |
| YTD | +22.9% | +0.1% | +22.8% | +20.8% |
| 1Y | +47.8% | -36.1% | +84.0% | +56.8% |
| All | +285.6% | -43.7% | +329.4% | +303.8% |
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