+48.9%
APH vs SEI
+139.3%
-90.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +16.3% | -17.5% | -5.0% |
| 7D | +0.2% | +28.8% | -28.6% | -6.2% |
| 30D | -3.3% | +10.4% | -13.7% | -6.0% |
| 3M | +14.0% | -11.4% | +25.5% | +15.7% |
| 6M | +24.4% | +31.2% | -6.8% | +12.1% |
| YTD | +21.4% | +39.7% | -18.3% | +8.6% |
| 1Y | +48.9% | +149.0% | -100.0% | +33.1% |
| All | +48.9% | +139.3% | -90.4% | +33.1% |
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 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