+285.6%
APH vs BNY
+286.7%
-1.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +1.6% | +0.3% | +1.3% | +1.5% |
| 30D | -3.0% | +1.9% | -4.9% | -4.1% |
| 3M | +5.7% | +13.9% | -8.1% | -2.6% |
| 6M | +20.0% | +42.3% | -22.3% | -3.8% |
| YTD | +20.8% | +41.8% | -21.0% | -3.5% |
| 1Y | +40.2% | +57.9% | -17.7% | +4.5% |
| All | +285.6% | +286.7% | -1.1% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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