+278.0%
APH vs BEN
+87.4%
+190.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.3% |
| 7D | -5.0% | +12.1% | -17.2% | -8.6% |
| 30D | -8.4% | +13.4% | -21.8% | -12.1% |
| 3M | -4.5% | +9.4% | -13.9% | -7.3% |
| 6M | +25.3% | +19.3% | +6.0% | +18.0% |
| YTD | +18.9% | +57.3% | -38.3% | +1.4% |
| 1Y | +11.9% | +69.1% | -57.2% | -6.9% |
| 3Y | +278.0% | +85.6% | +192.3% | +193.9% |
| All | +278.0% | +87.4% | +190.5% | +193.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling