+282.2%
APH vs BEN
+19.4%
+262.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.7% | -0.6% | +2.2% |
| 7D | -5.9% | +6.6% | -12.5% | -8.4% |
| 30D | -14.8% | +3.8% | -18.7% | -16.1% |
| 3M | -12.4% | +0.2% | -12.6% | -12.6% |
| 6M | +8.1% | +10.4% | -2.4% | +3.3% |
| YTD | +10.9% | +46.2% | -35.2% | -6.6% |
| 1Y | +8.8% | +52.3% | -43.5% | -10.2% |
| 3Y | +262.1% | +65.9% | +196.1% | +175.5% |
| All | +282.2% | +19.4% | +262.7% | +228.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling