+132,206.1%
APH vs BNY
+8,330.8%
+123,875.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +1.4% | +3.5% | +4.4% |
| 30D | -3.9% | +3.8% | -7.7% | -5.1% |
| 3M | +13.0% | +14.9% | -1.9% | +7.5% |
| 6M | +25.2% | +40.3% | -15.2% | +11.2% |
| YTD | +22.9% | +43.8% | -20.8% | +8.1% |
| 1Y | +47.8% | +58.9% | -11.0% | +25.7% |
| 3Y | +283.0% | +290.4% | -7.4% | +139.7% |
| 5Y | +349.7% | +250.1% | +99.6% | +189.1% |
| 10Y | +1,061.2% | +410.7% | +650.5% | +543.1% |
| All | +132,206.1% | +8,330.8% | +123,875.4% | +32,864.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling