+310.3%
APH vs SE
-77.7%
+387.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.6% |
| 3M | -4.4% | -31.3% | +26.8% | +0.9% |
| 6M | +26.5% | -10.1% | +36.6% | +27.3% |
| YTD | +20.0% | -38.9% | +58.9% | +27.7% |
| 1Y | +16.9% | -48.0% | +64.9% | +27.3% |
| 3Y | +288.5% | +78.8% | +209.7% | +251.2% |
| 5Y | +310.3% | -77.1% | +387.4% | +323.2% |
| All | +310.3% | -77.7% | +387.9% | +323.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling