+285.6%
APH vs SLV
+174.2%
+111.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -5.1% |
| 3M | +13.0% | -10.7% | +23.7% | +14.9% |
| 6M | +25.2% | -20.6% | +45.8% | +29.1% |
| YTD | +22.9% | -7.1% | +30.1% | +18.4% |
| 1Y | +47.8% | +62.0% | -14.1% | +23.0% |
| All | +285.6% | +174.2% | +111.5% | +185.6% |
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