+1,059.7%
APH vs BN
+265.3%
+794.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | +5.0% | -2.5% | +7.4% | +6.2% |
| 30D | -3.9% | -9.5% | +5.6% | +1.1% |
| 3M | +13.0% | -10.4% | +23.4% | +19.3% |
| 6M | +25.2% | -6.4% | +31.5% | +28.7% |
| YTD | +22.9% | -11.9% | +34.8% | +29.9% |
| 1Y | +47.8% | -8.6% | +56.5% | +52.9% |
| 3Y | +283.0% | +77.6% | +205.5% | +175.7% |
| 5Y | +349.7% | +37.0% | +312.6% | +261.4% |
| All | +1,059.7% | +265.3% | +794.4% | +485.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling