+282.2%
APH vs SPGI
+11.1%
+271.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.5% |
| 7D | -5.9% | +0.3% | -6.2% | -6.1% |
| 30D | -14.8% | +18.4% | -33.2% | -20.4% |
| 3M | -12.4% | +15.7% | -28.1% | -17.8% |
| 6M | +8.1% | +17.3% | -9.2% | -0.6% |
| YTD | +10.9% | -4.7% | +15.7% | +11.6% |
| 1Y | +8.8% | +1.8% | +7.0% | +5.0% |
| 3Y | +262.1% | +31.7% | +230.4% | +191.3% |
| All | +282.2% | +11.1% | +271.0% | +236.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling