+13.0%
APH vs SE
-49.0%
+62.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.9% | +5.3% | +7.6% |
| 7D | +1.1% | +3.3% | -2.2% | +0.5% |
| 30D | -7.5% | -18.2% | +10.7% | -4.0% |
| 3M | -4.4% | -31.3% | +26.8% | +2.0% |
| 6M | +26.5% | -10.1% | +36.6% | +24.9% |
| YTD | +20.0% | -38.9% | +58.9% | +30.1% |
| All | +13.0% | -49.0% | +62.0% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling