+285.2%
APH vs SPGI
+15.2%
+270.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.1% |
| 7D | +4.9% | +1.2% | +3.6% | +4.4% |
| 30D | -5.4% | +15.9% | -21.3% | -10.9% |
| 3M | -5.5% | +12.3% | -17.8% | -10.1% |
| 6M | +25.9% | +23.7% | +2.2% | +13.0% |
| YTD | +16.4% | -3.5% | +19.9% | +16.5% |
| 1Y | +16.5% | +0.4% | +16.1% | +13.8% |
| 3Y | +270.9% | +29.9% | +241.0% | +201.8% |
| All | +285.2% | +15.2% | +270.0% | +236.3% |
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