+296.4%
APH vs BBWI
-68.3%
+364.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +0.9% |
| 7D | +11.1% | -4.5% | +15.7% | +12.0% |
| 30D | -7.3% | +17.1% | -24.4% | -10.2% |
| 3M | -6.2% | +17.5% | -23.6% | -9.7% |
| 6M | +24.9% | +12.8% | +12.1% | +20.2% |
| YTD | +18.4% | +8.2% | +10.3% | +13.7% |
| 1Y | +13.0% | -1.8% | +14.8% | +9.7% |
| 3Y | +276.4% | -25.8% | +302.2% | +269.3% |
| 5Y | +296.4% | -68.0% | +364.4% | +375.9% |
| All | +296.4% | -68.3% | +364.7% | +375.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling