+730.1%
APH vs SE
+589.8%
+140.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | +5.0% | -6.1% | +11.0% | +6.0% |
| 30D | -3.9% | -2.5% | -1.4% | -3.8% |
| 3M | +13.0% | +21.7% | -8.7% | +8.9% |
| 6M | +25.2% | +27.0% | -1.8% | +19.3% |
| YTD | +22.9% | -12.1% | +35.1% | +23.8% |
| 1Y | +47.8% | -40.9% | +88.8% | +57.8% |
| 3Y | +283.0% | +191.0% | +92.0% | +215.1% |
| 5Y | +349.7% | -68.3% | +417.9% | +376.1% |
| All | +730.1% | +589.8% | +140.3% | +420.7% |
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