+23.5%
APD vs SUI
-3.0%
+26.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +3.8% | -1.5% | +5.3% | +4.2% |
| 30D | +8.2% | +3.7% | +4.5% | +6.9% |
| 3M | +4.3% | -0.4% | +4.7% | +4.2% |
| 6M | +4.7% | -2.8% | +7.5% | +5.1% |
| YTD | +31.5% | -1.6% | +33.2% | +28.4% |
| 1Y | +23.5% | -2.1% | +25.6% | +21.8% |
| All | +23.5% | -3.0% | +26.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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