+7,505.6%
APH vs SIMO
+3,332.4%
+4,173.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.7% | -7.8% | -1.0% |
| 7D | +5.0% | +4.2% | +0.7% | +3.9% |
| 30D | -3.9% | +4.1% | -8.0% | -5.3% |
| 3M | +13.0% | -12.9% | +25.8% | +14.3% |
| 6M | +25.2% | +110.3% | -85.2% | +2.1% |
| YTD | +22.9% | +178.6% | -155.6% | -6.6% |
| 1Y | +47.8% | +220.0% | -172.2% | +8.6% |
| 3Y | +283.0% | +409.0% | -126.0% | +151.5% |
| 5Y | +349.7% | +277.3% | +72.3% | +202.3% |
| 10Y | +1,061.2% | +506.6% | +554.6% | +568.6% |
| All | +7,505.6% | +3,332.4% | +4,173.2% | +2,187.6% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling