+61,451.9%
APH vs BBWI
+614.9%
+60,837.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.4% | -49.1% | -48.1% |
| 7D | -48.7% | +4.6% | -53.3% | -49.4% |
| 30D | -51.9% | -5.2% | -46.7% | -51.7% |
| 3M | -43.6% | +11.1% | -54.7% | -45.8% |
| 6M | -37.5% | -13.4% | -24.2% | -36.9% |
| YTD | -38.6% | +0.1% | -38.7% | -40.6% |
| 1Y | -26.3% | -36.1% | +9.8% | -21.5% |
| 3Y | +89.2% | -44.1% | +133.3% | +98.6% |
| 5Y | +119.8% | -66.2% | +186.0% | +150.1% |
| 10Y | +454.3% | -54.8% | +509.0% | +389.8% |
| All | +61,451.9% | +614.9% | +60,837.0% | +23,650.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling