+114,578.9%
APH vs BN
+19,729.1%
+94,849.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.1% | -6.2% | -8.1% |
| 7D | -12.7% | +5.7% | -18.4% | -14.9% |
| 30D | -19.2% | +12.0% | -31.1% | -23.0% |
| 3M | -16.7% | -6.1% | -10.6% | -15.0% |
| 6M | +5.1% | -8.6% | +13.7% | +8.3% |
| YTD | +6.6% | -8.5% | +15.1% | +9.3% |
| 1Y | +3.9% | -8.4% | +12.3% | +6.5% |
| 3Y | +246.0% | +92.3% | +153.8% | +163.8% |
| 5Y | +268.0% | +31.3% | +236.6% | +218.8% |
| 10Y | +868.2% | +280.5% | +587.7% | +458.3% |
| All | +114,578.9% | +19,729.1% | +94,849.8% | +34,465.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling