+23,692.8%
APH vs BLK
+13,445.8%
+10,247.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.0% | -3.6% | +8.6% | +6.7% |
| 30D | -3.9% | -1.0% | -2.9% | -3.6% |
| 3M | +13.0% | +10.4% | +2.6% | +7.3% |
| 6M | +25.2% | +8.2% | +17.0% | +19.6% |
| YTD | +22.9% | +6.0% | +16.9% | +18.2% |
| 1Y | +47.8% | +3.3% | +44.5% | +43.3% |
| 3Y | +283.0% | +70.3% | +212.8% | +193.0% |
| 5Y | +349.7% | +34.5% | +315.2% | +278.0% |
| 10Y | +1,061.2% | +281.9% | +779.3% | +495.8% |
| All | +23,692.8% | +13,445.8% | +10,247.0% | +3,218.8% |
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