-26.3%
APH vs SIMO
+226.2%
-252.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.8% | -51.6% | -48.4% |
| 7D | -48.7% | +0.4% | -49.1% | -49.0% |
| 30D | -51.9% | +4.1% | -56.0% | -52.7% |
| 3M | -43.6% | -12.9% | -30.7% | -43.2% |
| 6M | -37.5% | +110.3% | -147.9% | -46.3% |
| YTD | -38.6% | +178.6% | -217.2% | -51.0% |
| 1Y | -26.3% | +220.0% | -246.3% | -40.1% |
| All | -26.3% | +226.2% | -252.6% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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