+54,961.9%
APH vs SIRI
-7.3%
+54,969.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.8% |
| 7D | -5.0% | +5.5% | -10.6% | -5.5% |
| 30D | -8.4% | +22.6% | -31.0% | -9.8% |
| 3M | -4.5% | +12.9% | -17.4% | -5.5% |
| 6M | +25.3% | +22.3% | +3.0% | +23.1% |
| YTD | +18.9% | +67.8% | -48.9% | +13.8% |
| 1Y | +11.9% | +54.6% | -42.6% | +7.7% |
| 3Y | +278.0% | -21.4% | +299.3% | +277.5% |
| 5Y | +306.4% | -39.2% | +345.6% | +308.3% |
| 10Y | +955.2% | -5.2% | +960.4% | +926.1% |
| All | +54,961.9% | -7.3% | +54,969.2% | +41,247.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling