+1,055.9%
APH vs BEN
+58.2%
+997.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.7% | -0.5% |
| 7D | +5.0% | +0.2% | +4.7% | +4.8% |
| 30D | -3.9% | -0.5% | -3.3% | -3.7% |
| 3M | +13.0% | +9.7% | +3.2% | +8.7% |
| 6M | +25.2% | +33.9% | -8.8% | +10.6% |
| YTD | +22.9% | +49.0% | -26.0% | +3.6% |
| 1Y | +47.8% | +42.1% | +5.7% | +26.6% |
| 3Y | +283.0% | +51.9% | +231.1% | +209.9% |
| 5Y | +349.7% | +39.0% | +310.6% | +266.9% |
| All | +1,055.9% | +58.2% | +997.7% | +721.4% |
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 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