+532.2%
BE vs APH
+289.4%
+242.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -2.9% |
| 7D | +10.8% | +4.9% | +5.9% | +5.0% |
| 30D | -19.8% | -5.4% | -14.4% | -13.2% |
| 3M | -18.7% | -5.5% | -13.3% | -11.5% |
| 6M | -33.7% | +25.9% | -59.7% | -45.4% |
| YTD | +121.0% | +16.4% | +104.6% | +88.1% |
| 1Y | +85.4% | +16.5% | +68.9% | +60.8% |
| 3Y | +1,709.5% | +270.9% | +1,438.7% | +250.5% |
| All | +532.2% | +289.4% | +242.8% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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