+355.9%
APH vs SEI
+770.7%
-414.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.8% |
| 3M | +13.0% | -27.9% | +40.9% | +18.2% |
| 6M | +25.2% | +10.4% | +14.8% | +21.1% |
| YTD | +22.9% | +20.1% | +2.8% | +17.4% |
| 1Y | +47.8% | +109.7% | -61.9% | +29.2% |
| 3Y | +283.0% | +458.6% | -175.6% | +190.3% |
| All | +355.9% | +770.7% | -414.7% | +226.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling