+127,881.3%
APH vs BEN
+3,052.2%
+124,829.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.4% |
| 7D | -5.0% | +12.1% | -17.2% | -9.2% |
| 30D | -8.4% | +13.4% | -21.8% | -12.7% |
| 3M | -4.5% | +9.4% | -13.9% | -7.8% |
| 6M | +25.3% | +19.3% | +6.0% | +16.6% |
| YTD | +18.9% | +57.3% | -38.3% | -1.5% |
| 1Y | +11.9% | +69.1% | -57.2% | -9.9% |
| 3Y | +278.0% | +85.6% | +192.3% | +184.9% |
| 5Y | +306.4% | +32.9% | +273.5% | +243.8% |
| 10Y | +955.2% | +58.3% | +896.9% | +675.6% |
| All | +127,881.3% | +3,052.2% | +124,829.1% | +35,715.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling