+53,695.2%
APH vs SCCO
+33,989.4%
+19,705.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +5.0% | -5.3% | +10.2% | +6.6% |
| 30D | -3.9% | +2.7% | -6.5% | -4.9% |
| 3M | +13.0% | +4.2% | +8.8% | +10.8% |
| 6M | +25.2% | -0.6% | +25.8% | +23.8% |
| YTD | +22.9% | +45.0% | -22.0% | +7.7% |
| 1Y | +47.8% | +109.3% | -61.5% | +15.1% |
| 3Y | +283.0% | +180.8% | +102.2% | +164.7% |
| 5Y | +349.7% | +314.3% | +35.4% | +167.3% |
| 10Y | +1,061.2% | +1,083.3% | -22.1% | +378.1% |
| All | +53,695.2% | +33,989.4% | +19,705.8% | +10,232.7% |
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 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