+1,059.7%
APH vs SNPS
+561.9%
+497.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.3% | +3.0% |
| 7D | +5.0% | -11.0% | +16.0% | +9.7% |
| 30D | -3.9% | -1.7% | -2.1% | -4.0% |
| 3M | +13.0% | -20.4% | +33.3% | +22.5% |
| 6M | +25.2% | -8.6% | +33.8% | +26.8% |
| YTD | +22.9% | -16.2% | +39.1% | +27.9% |
| 1Y | +47.8% | -34.6% | +82.4% | +60.5% |
| 3Y | +283.0% | -14.5% | +297.5% | +248.7% |
| 5Y | +349.7% | +17.0% | +332.7% | +234.1% |
| All | +1,059.7% | +561.9% | +497.8% | +228.6% |
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