+247.7%
APH vs SLV
+121.2%
+126.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.2% |
| 7D | -12.7% | -0.7% | -12.0% | -12.7% |
| 30D | -19.2% | -15.4% | -3.8% | -16.4% |
| 3M | -16.7% | -16.3% | -0.4% | -13.8% |
| 6M | +5.1% | -28.8% | +33.9% | +11.4% |
| YTD | +6.6% | -27.1% | +33.7% | +7.4% |
| 1Y | +3.9% | +7.5% | -3.6% | -6.1% |
| All | +247.7% | +121.2% | +126.6% | +160.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling