+7,170.5%
APH vs SIMO
+2,345.4%
+4,825.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -9.6% | +3.4% | -4.1% |
| 7D | -2.4% | -16.9% | +14.5% | +1.4% |
| 30D | -9.5% | -35.4% | +25.9% | -1.0% |
| 3M | -7.6% | -31.9% | +24.2% | -1.2% |
| 6M | +12.4% | -19.3% | +31.7% | +14.2% |
| YTD | +17.5% | +98.5% | -81.0% | -4.7% |
| 1Y | +16.4% | +100.5% | -84.1% | -5.9% |
| 3Y | +281.6% | +254.1% | +27.5% | +168.8% |
| 5Y | +317.7% | +187.4% | +130.3% | +195.8% |
| 10Y | +967.8% | +447.7% | +520.1% | +529.0% |
| All | +7,170.5% | +2,345.4% | +4,825.0% | +2,233.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling