+355.9%
APH vs SNPS
+17.0%
+338.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.3% | +2.6% |
| 7D | +5.0% | -11.0% | +16.0% | +8.9% |
| 30D | -3.9% | -1.7% | -2.1% | -3.9% |
| 3M | +13.0% | -20.4% | +33.3% | +21.0% |
| 6M | +25.2% | -8.6% | +33.8% | +26.5% |
| YTD | +22.9% | -16.2% | +39.1% | +27.2% |
| 1Y | +47.8% | -34.6% | +82.4% | +59.0% |
| 3Y | +283.0% | -14.5% | +297.5% | +248.4% |
| All | +355.9% | +17.0% | +338.9% | +245.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling