+878.6%
APH vs SEI
+606.2%
+272.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +16.3% | -17.5% | -4.1% |
| 7D | +0.2% | +28.8% | -28.6% | -4.5% |
| 30D | -3.3% | +10.4% | -13.7% | -5.4% |
| 3M | +14.0% | -11.4% | +25.5% | +15.0% |
| 6M | +24.4% | +31.2% | -6.8% | +16.3% |
| YTD | +21.4% | +39.7% | -18.3% | +12.2% |
| 1Y | +48.9% | +149.0% | -100.0% | +24.0% |
| 3Y | +290.1% | +560.2% | -270.1% | +162.6% |
| 5Y | +352.8% | +955.7% | -602.9% | +166.8% |
| All | +878.6% | +606.2% | +272.4% | +462.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling