+351.7%
APH vs BNY
+250.0%
+101.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.0% |
| 3M | +5.7% | +13.9% | -8.1% | -2.0% |
| 6M | +20.0% | +42.3% | -22.3% | -1.9% |
| YTD | +20.8% | +41.8% | -21.0% | -1.4% |
| 1Y | +40.2% | +57.9% | -17.7% | +7.7% |
| 3Y | +288.1% | +290.7% | -2.6% | +83.6% |
| All | +351.7% | +250.0% | +101.7% | +110.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling