+1,046.0%
APH vs BLK
+280.8%
+765.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.7% |
| 7D | +1.6% | -2.7% | +4.3% | +3.2% |
| 30D | -3.0% | -4.8% | +1.8% | -0.5% |
| 3M | +5.7% | +6.5% | -0.7% | +1.2% |
| 6M | +20.0% | +13.1% | +6.8% | +10.7% |
| YTD | +20.8% | +1.8% | +19.0% | +17.6% |
| 1Y | +40.2% | -1.0% | +41.2% | +38.0% |
| 3Y | +288.1% | +66.0% | +222.1% | +180.9% |
| 5Y | +352.5% | +31.2% | +321.3% | +265.6% |
| All | +1,046.0% | +280.8% | +765.2% | +450.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling