+951.3%
APH vs SNPS
+702.6%
+248.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.7% | +4.5% | +6.7% |
| 7D | +1.1% | +0.2% | +0.9% | +1.2% |
| 30D | -7.5% | -8.4% | +1.0% | -3.9% |
| 3M | -4.4% | +12.3% | -16.7% | -9.5% |
| 6M | +26.5% | -9.6% | +36.1% | +29.8% |
| YTD | +20.0% | -0.6% | +20.6% | +16.6% |
| 1Y | +16.9% | +18.7% | -1.8% | +5.2% |
| 3Y | +288.5% | -7.6% | +296.1% | +247.1% |
| 5Y | +310.3% | +34.1% | +276.2% | +190.5% |
| 10Y | +951.3% | +691.2% | +260.1% | +184.8% |
| All | +951.3% | +702.6% | +248.7% | +184.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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