-26.3%
APH vs BEN
+42.6%
-68.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.7% | -49.5% | -48.1% |
| 7D | -48.7% | -0.3% | -48.4% | -48.7% |
| 30D | -51.9% | -0.5% | -51.4% | -51.9% |
| 3M | -43.6% | +9.7% | -53.3% | -45.0% |
| 6M | -37.5% | +33.9% | -71.4% | -43.4% |
| YTD | -38.6% | +49.0% | -87.6% | -45.5% |
| 1Y | -26.3% | +42.1% | -68.4% | -34.4% |
| All | -26.3% | +42.6% | -68.9% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling