+1,062.5%
APH vs NI
+136.8%
+925.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +1.6% | +1.3% | +0.4% | +1.1% |
| 30D | -3.0% | -0.3% | -2.7% | -2.9% |
| 3M | +5.7% | -9.5% | +15.2% | +9.6% |
| 6M | +20.0% | -10.2% | +30.2% | +24.7% |
| YTD | +20.8% | +1.8% | +19.0% | +19.4% |
| 1Y | +40.2% | +5.7% | +34.6% | +36.3% |
| 3Y | +288.1% | +69.6% | +218.5% | +207.9% |
| 5Y | +352.5% | +95.8% | +256.7% | +235.0% |
| 10Y | +1,062.5% | +145.1% | +917.4% | +707.2% |
| All | +1,062.5% | +136.8% | +925.7% | +707.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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