+850.7%
APH vs SEI
+616.9%
+233.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.7% | -5.5% | -1.7% |
| 7D | +0.4% | +12.4% | -12.0% | -1.8% |
| 30D | -8.0% | -18.3% | +10.3% | -5.2% |
| 3M | -5.0% | +10.4% | -15.4% | -7.7% |
| 6M | +29.9% | -12.9% | +42.8% | +30.2% |
| YTD | +18.0% | +41.8% | -23.9% | +7.9% |
| 1Y | +11.3% | +30.3% | -19.0% | +2.9% |
| 3Y | +274.9% | +697.3% | -422.4% | +143.6% |
| 5Y | +300.6% | +877.0% | -576.4% | +138.3% |
| All | +850.7% | +616.9% | +233.8% | +440.7% |
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