+720.0%
APH vs EQH
+232.3%
+487.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.3% |
| 7D | +5.0% | +5.5% | -0.5% | +2.5% |
| 30D | -3.9% | +3.2% | -7.1% | -5.4% |
| 3M | +13.0% | +32.5% | -19.6% | -0.4% |
| 6M | +25.2% | +33.7% | -8.6% | +9.0% |
| YTD | +22.9% | +13.4% | +9.5% | +14.4% |
| 1Y | +47.8% | +0.6% | +47.3% | +44.0% |
| 3Y | +283.0% | +95.1% | +187.9% | +175.3% |
| 5Y | +349.7% | +92.7% | +257.0% | +217.2% |
| All | +720.0% | +232.3% | +487.7% | +333.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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