-26.3%
APH vs BN
-6.5%
-19.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.2% | -45.6% | -46.4% |
| 7D | -48.7% | -2.7% | -46.0% | -47.3% |
| 30D | -51.9% | -9.5% | -42.4% | -48.9% |
| 3M | -43.6% | -10.4% | -33.2% | -39.7% |
| 6M | -37.5% | -6.4% | -31.2% | -35.4% |
| YTD | -38.6% | -11.9% | -26.8% | -35.2% |
| 1Y | -26.3% | -8.6% | -17.7% | -22.9% |
| All | -26.3% | -6.5% | -19.9% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling