+1,082.3%
APH vs SIRI
-10.2%
+1,092.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.6% | +4.4% |
| 7D | +1.4% | +0.6% | +0.8% | +1.3% |
| 30D | -1.2% | +2.5% | -3.7% | -1.8% |
| 3M | +10.3% | +6.6% | +3.6% | +8.3% |
| 6M | +25.2% | +32.9% | -7.7% | +17.1% |
| YTD | +24.6% | +50.5% | -25.8% | +12.7% |
| 1Y | +41.4% | +28.0% | +13.5% | +32.2% |
| 3Y | +297.8% | -22.4% | +320.2% | +296.1% |
| 5Y | +366.0% | -41.3% | +407.3% | +373.3% |
| All | +1,082.3% | -10.2% | +1,092.6% | +947.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling