+355.9%
APH vs BN
+37.9%
+318.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.2% |
| 3M | +13.0% | -10.4% | +23.4% | +19.4% |
| 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% | +52.8% |
| 3Y | +283.0% | +77.6% | +205.5% | +176.6% |
| All | +355.9% | +37.9% | +318.0% | +268.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling