+13.0%
APH vs SOLS
+35.1%
-22.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +9.7% | -1.5% | +5.0% |
| 7D | +1.1% | +8.0% | -6.9% | -1.2% |
| 30D | -7.5% | +3.7% | -11.2% | -8.5% |
| 3M | -4.4% | +4.6% | -9.0% | -5.7% |
| 6M | +26.5% | -18.5% | +44.9% | +31.2% |
| YTD | +20.0% | +31.4% | -11.4% | +13.3% |
| All | +13.0% | +35.1% | -22.1% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling