+35.7%
APH vs IEFA
+17.8%
+17.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.1% |
| 7D | -2.2% | -2.4% | +0.2% | +1.0% |
| 30D | -4.0% | -2.1% | -1.9% | -1.2% |
| 3M | +7.7% | +5.5% | +2.2% | +0.6% |
| 6M | +17.8% | +8.1% | +9.7% | +6.1% |
| YTD | +19.2% | +11.9% | +7.3% | +3.4% |
| 1Y | +35.7% | +18.1% | +17.6% | +12.1% |
| All | +35.7% | +17.8% | +17.9% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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