+310.3%
APH vs NI
+110.6%
+199.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.1% | +6.1% | +7.4% |
| 7D | +1.1% | +0.4% | +0.6% | +1.0% |
| 30D | -7.5% | +11.3% | -18.8% | -11.2% |
| 3M | -4.4% | +6.5% | -10.9% | -6.7% |
| 6M | +26.5% | -2.3% | +28.7% | +27.0% |
| YTD | +20.0% | +10.8% | +9.3% | +14.7% |
| 1Y | +16.9% | +6.2% | +10.6% | +13.5% |
| 3Y | +288.5% | +98.7% | +189.8% | +191.4% |
| 5Y | +310.3% | +111.3% | +199.0% | +184.9% |
| All | +310.3% | +110.6% | +199.7% | +184.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling