+355.9%
APH vs BEN
+39.3%
+316.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.4% |
| YTD | +22.9% | +49.0% | -26.0% | +3.3% |
| 1Y | +47.8% | +42.1% | +5.7% | +26.3% |
| 3Y | +283.0% | +51.9% | +231.1% | +207.7% |
| All | +355.9% | +39.3% | +316.6% | +257.6% |
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 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