+51,936.7%
APH vs SCCO
+29,410.7%
+22,526.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | +0.1% |
| 7D | -5.0% | -1.8% | -3.2% | -4.4% |
| 30D | -8.4% | -17.8% | +9.4% | -2.4% |
| 3M | -4.5% | -12.5% | +8.0% | -0.7% |
| 6M | +25.3% | -4.1% | +29.3% | +26.2% |
| YTD | +18.9% | +25.5% | -6.6% | +9.0% |
| 1Y | +11.9% | +31.0% | -19.0% | +1.3% |
| 3Y | +278.0% | +178.7% | +99.2% | +162.3% |
| 5Y | +306.4% | +279.7% | +26.8% | +149.0% |
| 10Y | +955.2% | +691.4% | +263.7% | +392.9% |
| All | +51,936.7% | +29,410.7% | +22,526.1% | +10,357.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling