+685.7%
APH vs SE
+363.8%
+321.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -1.9% |
| 7D | +4.9% | -0.5% | +5.4% | +5.0% |
| 30D | -5.4% | -20.9% | +15.5% | -1.9% |
| 3M | -5.5% | -38.9% | +33.4% | +2.0% |
| 6M | +25.9% | -19.4% | +45.3% | +29.1% |
| YTD | +16.4% | -40.9% | +57.3% | +24.6% |
| 1Y | +16.5% | -46.2% | +62.7% | +26.5% |
| 3Y | +270.9% | +63.7% | +207.1% | +234.1% |
| 5Y | +289.5% | -77.9% | +367.4% | +336.9% |
| All | +685.7% | +363.8% | +321.9% | +424.0% |
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