-37.5%
APH vs SOLS
-14.3%
-23.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.5% | -48.3% | -47.9% |
| 7D | -48.7% | +13.1% | -61.8% | -50.8% |
| 30D | -51.9% | +2.1% | -54.0% | -52.2% |
| 3M | -43.6% | -24.1% | -19.4% | -39.2% |
| 6M | -37.5% | -15.0% | -22.6% | -36.5% |
| All | -37.5% | -14.3% | -23.3% | -36.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling