+944.2%
APH vs BEN
+60.1%
+884.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.4% | +7.2% | -6.8% | -2.2% |
| 30D | -8.0% | +14.1% | -22.1% | -12.7% |
| 3M | -5.0% | +9.9% | -14.9% | -8.6% |
| 6M | +29.9% | +17.4% | +12.5% | +21.5% |
| YTD | +18.0% | +57.3% | -39.3% | -3.0% |
| 1Y | +11.3% | +66.9% | -55.6% | -10.7% |
| 3Y | +274.9% | +85.7% | +189.3% | +178.3% |
| 5Y | +300.6% | +31.2% | +269.4% | +235.5% |
| 10Y | +944.2% | +61.0% | +883.2% | +625.6% |
| All | +944.2% | +60.1% | +884.2% | +625.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling