+11.9%
APH vs BN
-7.9%
+19.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.4% |
| 7D | -5.0% | +4.3% | -9.3% | -6.6% |
| 30D | -8.4% | +14.3% | -22.6% | -13.9% |
| 3M | -4.5% | -4.1% | -0.4% | -2.4% |
| 6M | +25.3% | -9.7% | +34.9% | +32.0% |
| YTD | +18.9% | -7.1% | +26.1% | +20.1% |
| 1Y | +11.9% | -7.4% | +19.4% | +13.1% |
| All | +11.9% | -7.9% | +19.8% | +13.1% |
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