+844.5%
APH vs SNPS
+650.6%
+193.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.9% | -4.4% | -7.4% |
| 7D | -12.7% | -10.2% | -2.5% | -8.8% |
| 30D | -19.2% | -12.8% | -6.3% | -14.4% |
| 3M | -16.7% | +9.9% | -26.5% | -20.5% |
| 6M | +5.1% | -12.4% | +17.5% | +9.1% |
| YTD | +6.6% | -6.3% | +12.8% | +5.9% |
| 1Y | +3.9% | +7.6% | -3.7% | -2.7% |
| 3Y | +246.0% | -9.8% | +255.8% | +210.6% |
| 5Y | +268.0% | +29.2% | +238.8% | +163.4% |
| All | +844.5% | +650.6% | +193.9% | +162.3% |
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