+247.7%
APH vs SIMO
+202.0%
+45.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -14.4% | +5.1% | -5.4% |
| 7D | -12.7% | -31.4% | +18.7% | -3.8% |
| 30D | -19.2% | -45.2% | +26.0% | -6.1% |
| 3M | -16.7% | -36.5% | +19.8% | -7.8% |
| 6M | +5.1% | -34.2% | +39.3% | +13.4% |
| YTD | +6.6% | +69.9% | -63.4% | -18.9% |
| 1Y | +3.9% | +60.4% | -56.5% | -19.2% |
| All | +247.7% | +202.0% | +45.7% | +105.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling