+794.1%
APH vs SEI
+539.1%
+255.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +14.3% | -10.2% | +1.5% |
| 7D | -5.9% | -18.3% | +12.3% | -2.7% |
| 30D | -14.8% | -24.4% | +9.6% | -10.9% |
| 3M | -12.4% | +1.5% | -14.0% | -13.6% |
| 6M | +8.1% | -25.1% | +33.2% | +11.3% |
| YTD | +10.9% | +26.4% | -15.5% | +3.6% |
| 1Y | +8.8% | +8.9% | -0.2% | +3.7% |
| 3Y | +262.1% | +586.7% | -324.6% | +141.5% |
| 5Y | +283.1% | +717.9% | -434.8% | +135.4% |
| All | +794.1% | +539.1% | +255.0% | +419.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling