+8.8%
APH vs SPGI
+0.8%
+8.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.0% |
| 7D | -5.9% | +0.3% | -6.2% | -5.8% |
| 30D | -14.8% | +18.4% | -33.2% | -12.8% |
| 3M | -12.4% | +15.7% | -28.1% | -10.4% |
| 6M | +8.1% | +17.3% | -9.2% | +10.5% |
| YTD | +10.9% | -4.7% | +15.7% | +10.2% |
| 1Y | +8.8% | +1.8% | +7.0% | +13.1% |
| All | +8.8% | +0.8% | +8.0% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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