+288.5%
APH vs SCCO
+187.0%
+101.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.2% | +3.0% | +6.2% |
| 7D | +1.1% | -0.9% | +2.0% | +1.5% |
| 30D | -7.5% | -15.0% | +7.5% | -1.8% |
| 3M | -4.4% | -9.1% | +4.7% | -1.4% |
| 6M | +26.5% | -0.9% | +27.3% | +25.8% |
| YTD | +20.0% | +29.7% | -9.6% | +8.6% |
| 1Y | +16.9% | +38.2% | -21.3% | +3.6% |
| 3Y | +288.5% | +191.5% | +97.0% | +173.7% |
| All | +288.5% | +187.0% | +101.5% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 3y: compounded portfolio wealth divided by compounded SCCO 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…
3y analysis · Full analysis span regression · 6 months rolling