+890.8%
APH vs SEI
+507.3%
+383.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.6% | +0.3% |
| 7D | +5.0% | +10.2% | -5.3% | +3.1% |
| 30D | -3.9% | -1.0% | -2.9% | -3.9% |
| 3M | +13.0% | -27.9% | +40.9% | +18.4% |
| 6M | +25.2% | +10.4% | +14.8% | +20.9% |
| YTD | +22.9% | +20.1% | +2.8% | +16.9% |
| 1Y | +47.8% | +109.7% | -61.9% | +27.1% |
| 3Y | +283.0% | +458.6% | -175.6% | +166.1% |
| 5Y | +349.7% | +775.3% | -425.6% | +174.5% |
| All | +890.8% | +507.3% | +383.5% | +486.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling