+90.5%
APH vs BN
+77.7%
+12.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.2% | -45.6% | -46.5% |
| 7D | -48.7% | -2.7% | -46.0% | -47.3% |
| 30D | -51.9% | -9.5% | -42.4% | -48.8% |
| 3M | -43.6% | -10.4% | -33.2% | -39.6% |
| 6M | -37.5% | -6.4% | -31.2% | -35.0% |
| YTD | -38.6% | -11.9% | -26.8% | -34.4% |
| 1Y | -26.3% | -8.6% | -17.7% | -23.0% |
| All | +90.5% | +77.7% | +12.8% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling