+22,915.0%
APH vs BLK
+14,726.8%
+8,188.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.2% |
| 7D | -5.0% | +5.2% | -10.3% | -7.3% |
| 30D | -8.4% | +12.9% | -21.3% | -13.5% |
| 3M | -4.5% | +8.6% | -13.1% | -8.3% |
| 6M | +25.3% | +13.9% | +11.4% | +17.0% |
| YTD | +18.9% | +16.1% | +2.9% | +9.5% |
| 1Y | +11.9% | +15.3% | -3.4% | +3.3% |
| 3Y | +278.0% | +96.5% | +181.5% | +170.4% |
| 5Y | +306.4% | +43.8% | +262.6% | +230.8% |
| 10Y | +955.2% | +316.8% | +638.4% | +419.7% |
| All | +22,915.0% | +14,726.8% | +8,188.2% | +2,974.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling