+270.9%
APH vs SEI
+684.3%
-413.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.5% |
| 7D | +4.9% | +10.5% | -5.6% | +2.7% |
| 30D | -5.4% | -8.0% | +2.6% | -4.4% |
| 3M | -5.5% | +6.7% | -12.2% | -7.9% |
| 6M | +25.9% | -17.0% | +42.9% | +27.4% |
| YTD | +16.4% | +39.7% | -23.3% | +5.7% |
| 1Y | +16.5% | +43.2% | -26.7% | +5.2% |
| 3Y | +270.9% | +676.3% | -405.5% | +164.1% |
| All | +270.9% | +684.3% | -413.4% | +164.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling