+56,822.6%
APH vs SIRI
-17.3%
+56,840.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.1% |
| 7D | +5.0% | +1.6% | +3.4% | +4.8% |
| 30D | -3.9% | -4.7% | +0.8% | -3.6% |
| 3M | +13.0% | +5.3% | +7.7% | +12.4% |
| 6M | +25.2% | +30.5% | -5.4% | +22.4% |
| YTD | +22.9% | +49.6% | -26.7% | +18.8% |
| 1Y | +47.8% | +28.5% | +19.3% | +44.3% |
| 3Y | +283.0% | -27.5% | +310.5% | +284.6% |
| 5Y | +349.7% | -44.7% | +394.3% | +355.5% |
| 10Y | +1,061.2% | -12.6% | +1,073.9% | +1,038.0% |
| All | +56,822.6% | -17.3% | +56,840.0% | +43,070.1% |
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 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