+1,059.7%
APH vs SO
+156.1%
+903.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +5.0% | -0.2% | +5.1% | +5.0% |
| 30D | -3.9% | -4.6% | +0.7% | -2.5% |
| 3M | +13.0% | -3.0% | +16.0% | +13.5% |
| 6M | +25.2% | -8.3% | +33.4% | +27.9% |
| YTD | +22.9% | +3.5% | +19.4% | +20.6% |
| 1Y | +47.8% | -0.9% | +48.8% | +46.8% |
| 3Y | +283.0% | +45.4% | +237.7% | +219.5% |
| 5Y | +349.7% | +59.6% | +290.0% | +256.6% |
| All | +1,059.7% | +156.1% | +903.7% | +716.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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