+47.8%
APH vs SE
-38.5%
+86.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | +5.0% | -6.1% | +11.0% | +6.2% |
| 30D | -3.9% | -2.5% | -1.4% | -3.8% |
| 3M | +13.0% | +21.7% | -8.7% | +7.2% |
| 6M | +25.2% | +27.0% | -1.8% | +16.4% |
| YTD | +22.9% | -12.1% | +35.1% | +23.4% |
| 1Y | +47.8% | -40.9% | +88.8% | +54.4% |
| All | +47.8% | -38.5% | +86.3% | +54.4% |
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