+282.2%
APH vs BBWI
-67.9%
+350.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.3% | +7.4% | +4.7% |
| 7D | -5.9% | -6.2% | +0.3% | -4.9% |
| 30D | -14.8% | +19.9% | -34.7% | -17.9% |
| 3M | -12.4% | +7.1% | -19.6% | -14.3% |
| 6M | +8.1% | +13.7% | -5.6% | +3.9% |
| YTD | +10.9% | +9.6% | +1.4% | +6.3% |
| 1Y | +8.8% | -1.6% | +10.4% | +5.6% |
| 3Y | +262.1% | -25.9% | +287.9% | +255.6% |
| All | +282.2% | -67.9% | +350.0% | +357.5% |
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