+262.1%
APH vs SO
+45.4%
+216.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.1% | +5.2% | +3.8% |
| 7D | -5.9% | -1.5% | -4.5% | -6.3% |
| 30D | -14.8% | +8.1% | -22.9% | -13.0% |
| 3M | -12.4% | +0.2% | -12.6% | -12.2% |
| 6M | +8.1% | +0.4% | +7.7% | +8.4% |
| YTD | +10.9% | +8.5% | +2.4% | +13.4% |
| 1Y | +8.8% | +4.9% | +3.8% | +10.3% |
| 3Y | +262.1% | +47.9% | +214.2% | +272.2% |
| All | +262.1% | +45.4% | +216.6% | +272.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling