+114,578.9%
APH vs BBWI
+709.1%
+113,869.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.2% | -3.1% | -7.8% |
| 7D | -12.7% | -3.1% | -9.6% | -12.1% |
| 30D | -19.2% | +23.1% | -42.3% | -23.5% |
| 3M | -16.7% | +7.3% | -24.0% | -19.2% |
| 6M | +5.1% | +22.6% | -17.5% | -2.1% |
| YTD | +6.6% | +13.3% | -6.7% | -0.3% |
| 1Y | +3.9% | -2.6% | +6.5% | -0.4% |
| 3Y | +246.0% | -25.9% | +272.0% | +237.8% |
| 5Y | +268.0% | -66.7% | +334.7% | +319.4% |
| 10Y | +868.2% | -41.6% | +909.8% | +696.0% |
| All | +114,578.9% | +709.1% | +113,869.8% | +42,635.4% |
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