+710.6%
APH vs SE
+379.8%
+330.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.9% | +5.3% | +7.7% |
| 7D | +1.1% | +3.3% | -2.2% | +0.6% |
| 30D | -7.5% | -18.2% | +10.7% | -4.5% |
| 3M | -4.4% | -31.3% | +26.8% | +1.0% |
| 6M | +26.5% | -10.1% | +36.6% | +27.4% |
| YTD | +20.0% | -38.9% | +58.9% | +27.9% |
| 1Y | +16.9% | -48.0% | +64.9% | +27.5% |
| 3Y | +288.5% | +78.8% | +209.7% | +245.3% |
| 5Y | +310.3% | -77.1% | +387.4% | +357.7% |
| All | +710.6% | +379.8% | +330.8% | +437.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling