+348.3%
APH vs SMR
-52.0%
+400.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.8% | +8.2% | +1.2% |
| 7D | +11.1% | +10.3% | +0.8% | +9.9% |
| 30D | -7.3% | -25.7% | +18.4% | -4.6% |
| 3M | -6.2% | -49.7% | +43.6% | -0.4% |
| 6M | +24.9% | -59.8% | +84.7% | +34.5% |
| YTD | +18.4% | -66.0% | +84.4% | +27.5% |
| 1Y | +13.0% | -81.4% | +94.4% | +28.0% |
| 3Y | +276.4% | +130.6% | +145.8% | +238.9% |
| All | +348.3% | -52.0% | +400.3% | +351.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 10y: compounded portfolio wealth divided by compounded SMR 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…
10y analysis · Full analysis span regression · 6 months rolling