-26.3%
APH vs SEI
+105.8%
-132.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +8.3% | -56.1% | -49.3% |
| 7D | -48.7% | +4.1% | -52.8% | -49.7% |
| 30D | -51.9% | -1.0% | -50.9% | -52.3% |
| 3M | -43.6% | -27.9% | -15.6% | -40.2% |
| 6M | -37.5% | +10.4% | -47.9% | -41.6% |
| YTD | -38.6% | +20.1% | -58.8% | -43.4% |
| 1Y | -26.3% | +109.7% | -136.1% | -32.4% |
| All | -26.3% | +105.8% | -132.2% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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