+11.9%
APH vs SBAC
+0.4%
+11.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -5.0% | +3.6% | -8.7% | -5.1% |
| 30D | -8.4% | +4.9% | -13.3% | -8.4% |
| 3M | -4.5% | +6.5% | -11.0% | -4.7% |
| 6M | +25.3% | -11.1% | +36.4% | +27.2% |
| YTD | +18.9% | +0.9% | +18.0% | +21.5% |
| 1Y | +11.9% | -1.6% | +13.5% | +15.5% |
| All | +11.9% | +0.4% | +11.5% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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