+355.9%
APH vs SLV
+163.9%
+192.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | +5.0% | -0.3% | +5.3% | +5.0% |
| 30D | -3.9% | +6.7% | -10.6% | -5.2% |
| 3M | +13.0% | -10.7% | +23.7% | +15.1% |
| 6M | +25.2% | -20.6% | +45.8% | +29.6% |
| YTD | +22.9% | -7.1% | +30.1% | +18.8% |
| 1Y | +47.8% | +62.0% | -14.1% | +23.6% |
| 3Y | +283.0% | +169.8% | +113.2% | +179.5% |
| All | +355.9% | +163.9% | +192.1% | +213.3% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling