+18.6%
APH vs BX
-13.7%
+32.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.8% |
| 7D | +11.1% | -1.1% | +12.2% | +11.3% |
| 30D | -7.3% | +8.8% | -16.1% | -8.4% |
| 3M | -6.2% | -18.3% | +12.1% | -2.1% |
| 6M | +24.9% | -1.5% | +26.4% | +24.0% |
| YTD | +18.4% | -19.9% | +38.4% | +20.6% |
| All | +18.6% | -13.7% | +32.2% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling