+22,730.8%
APH vs BLK
+14,777.2%
+7,953.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | +0.4% | +0.2% | +0.2% | +0.5% |
| 30D | -8.0% | +13.1% | -21.1% | -13.2% |
| 3M | -5.0% | +7.3% | -12.3% | -8.3% |
| 6M | +29.9% | +14.6% | +15.3% | +21.0% |
| YTD | +18.0% | +16.5% | +1.5% | +8.4% |
| 1Y | +11.3% | +15.4% | -4.0% | +2.7% |
| 3Y | +274.9% | +97.2% | +177.8% | +167.8% |
| 5Y | +300.6% | +43.4% | +257.2% | +226.5% |
| 10Y | +944.2% | +322.5% | +621.7% | +411.2% |
| All | +22,730.8% | +14,777.2% | +7,953.5% | +2,945.0% |
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 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