+114,578.9%
APH vs BEN
+2,697.8%
+111,881.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.9% | -4.4% | -7.4% |
| 7D | -12.7% | -0.4% | -12.3% | -12.6% |
| 30D | -19.2% | -0.7% | -18.5% | -19.0% |
| 3M | -16.7% | -6.8% | -9.9% | -14.4% |
| 6M | +5.1% | +7.9% | -2.8% | +1.6% |
| YTD | +6.6% | +39.6% | -33.0% | -7.6% |
| 1Y | +3.9% | +48.5% | -44.6% | -12.2% |
| 3Y | +246.0% | +55.7% | +190.3% | +179.2% |
| 5Y | +268.0% | +15.1% | +252.9% | +228.9% |
| 10Y | +868.2% | +57.4% | +810.9% | +610.6% |
| All | +114,578.9% | +2,697.8% | +111,881.1% | +33,500.6% |
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