+352.8%
APH vs SCCO
+339.1%
+13.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.2% | -2.9% |
| 7D | +0.2% | +3.4% | -3.2% | -1.0% |
| 30D | -3.3% | +6.6% | -10.0% | -5.7% |
| 3M | +14.0% | +24.5% | -10.4% | +5.3% |
| 6M | +24.4% | +16.5% | +7.9% | +16.6% |
| YTD | +21.4% | +52.1% | -30.7% | +4.3% |
| 1Y | +48.9% | +114.2% | -65.2% | +14.9% |
| 3Y | +290.1% | +207.4% | +82.7% | +161.2% |
| 5Y | +352.8% | +353.7% | -0.9% | +163.3% |
| All | +352.8% | +339.1% | +13.7% | +163.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling