+930.0%
APH vs SPG
+113.9%
+816.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.7% |
| 7D | +4.9% | +2.0% | +2.9% | +4.3% |
| 30D | -5.4% | +17.2% | -22.6% | -10.0% |
| 3M | -5.5% | +6.3% | -11.8% | -7.4% |
| 6M | +25.9% | +18.7% | +7.2% | +18.8% |
| YTD | +16.4% | +30.1% | -13.7% | +6.5% |
| 1Y | +16.5% | +32.8% | -16.3% | +5.9% |
| 3Y | +270.9% | +133.6% | +137.3% | +181.6% |
| 5Y | +289.5% | +84.4% | +205.1% | +212.0% |
| All | +930.0% | +113.9% | +816.1% | +681.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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