+285.6%
APH vs SIMO
+418.6%
-132.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.7% | -7.8% | -1.3% |
| 7D | +5.0% | +4.2% | +0.7% | +3.7% |
| 30D | -3.9% | +4.1% | -8.0% | -5.5% |
| 3M | +13.0% | -12.9% | +25.8% | +14.6% |
| 6M | +25.2% | +110.3% | -85.2% | -4.1% |
| YTD | +22.9% | +178.6% | -155.6% | -16.8% |
| 1Y | +47.8% | +220.0% | -172.2% | -6.6% |
| All | +285.6% | +418.6% | -132.9% | +98.2% |
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 2023-09-04 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling