+61,451.9%
APH vs BEN
+2,886.2%
+58,565.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.7% | -49.5% | -48.5% |
| 7D | -48.7% | -0.3% | -48.4% | -49.0% |
| 30D | -51.9% | -0.5% | -51.4% | -52.1% |
| 3M | -43.6% | +9.7% | -53.3% | -46.0% |
| 6M | -37.5% | +33.9% | -71.4% | -44.9% |
| YTD | -38.6% | +49.0% | -87.6% | -48.4% |
| 1Y | -26.3% | +42.1% | -68.4% | -37.1% |
| 3Y | +89.2% | +51.9% | +37.3% | +53.3% |
| 5Y | +119.8% | +39.0% | +80.8% | +80.6% |
| 10Y | +454.3% | +57.9% | +396.4% | +303.6% |
| All | +61,451.9% | +2,886.2% | +58,565.7% | +17,394.8% |
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