+509.1%
APH vs JAAA
+29.3%
+479.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.2% | +0.1% | +0.1% | 0.0% |
| 30D | -3.3% | +0.5% | -3.8% | -4.2% |
| 3M | +14.0% | +1.2% | +12.8% | +11.3% |
| 6M | +24.4% | +2.8% | +21.6% | +17.7% |
| YTD | +21.4% | +3.2% | +18.2% | +14.2% |
| 1Y | +48.9% | +4.8% | +44.1% | +36.0% |
| 3Y | +290.1% | +19.0% | +271.1% | +216.5% |
| 5Y | +352.8% | +26.8% | +326.0% | +247.0% |
| All | +509.1% | +29.3% | +479.8% | +343.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling