+28.8%
APH vs SOLS
+22.7%
+6.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.5% |
| 7D | +0.2% | +4.5% | -4.3% | -0.7% |
| 30D | -3.3% | +6.0% | -9.3% | -4.6% |
| 3M | +14.0% | -19.7% | +33.7% | +18.2% |
| 6M | +24.4% | -10.4% | +34.8% | +26.4% |
| YTD | +21.4% | +33.3% | -11.8% | +20.5% |
| All | +28.8% | +22.7% | +6.1% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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