+290.1%
APH vs BLK
+69.2%
+220.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.3% |
| 7D | +0.2% | -2.4% | +2.6% | +1.4% |
| 30D | -3.3% | -3.1% | -0.2% | -2.0% |
| 3M | +14.0% | +10.7% | +3.4% | +7.2% |
| 6M | +24.4% | +15.9% | +8.6% | +13.6% |
| YTD | +21.4% | +4.0% | +17.4% | +16.8% |
| 1Y | +48.9% | +1.3% | +47.7% | +44.7% |
| 3Y | +290.1% | +69.6% | +220.5% | +171.2% |
| All | +290.1% | +69.2% | +220.9% | +171.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling