+16.4%
APH vs SLV
+9.6%
+6.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +5.2% | -11.3% | -7.1% |
| 7D | -2.4% | -3.9% | +1.5% | -1.8% |
| 30D | -9.5% | -14.5% | +5.0% | -6.9% |
| 3M | -7.6% | -12.4% | +4.8% | -5.5% |
| 6M | +12.4% | -28.5% | +40.9% | +17.9% |
| YTD | +17.5% | -26.8% | +44.3% | +17.1% |
| 1Y | +16.4% | +10.3% | +6.1% | -7.0% |
| All | +16.4% | +9.6% | +6.8% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 1y: compounded portfolio wealth divided by compounded SLV 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…
1y analysis · Full analysis span regression · 6 months rolling