+114,578.9%
APH vs SO
+5,118.0%
+109,460.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.6% | -9.4% |
| 7D | -12.7% | +0.4% | -13.1% | -12.8% |
| 30D | -19.2% | +9.2% | -28.4% | -21.4% |
| 3M | -16.7% | +1.1% | -17.8% | -17.2% |
| 6M | +5.1% | -1.1% | +6.2% | +4.8% |
| YTD | +6.6% | +9.7% | -3.1% | +2.8% |
| 1Y | +3.9% | +5.5% | -1.6% | +1.3% |
| 3Y | +246.0% | +47.0% | +199.0% | +198.0% |
| 5Y | +268.0% | +77.6% | +190.4% | +196.0% |
| 10Y | +868.2% | +181.0% | +687.2% | +567.7% |
| All | +114,578.9% | +5,118.0% | +109,460.9% | +54,466.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling