+1,055.9%
APH vs SPG
+59.6%
+996.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.2% |
| 7D | +5.0% | -2.4% | +7.3% | +5.7% |
| 30D | -3.9% | -6.8% | +3.0% | -1.8% |
| 3M | +13.0% | +2.7% | +10.3% | +11.5% |
| 6M | +25.2% | +5.5% | +19.7% | +22.6% |
| YTD | +22.9% | +15.7% | +7.2% | +16.8% |
| 1Y | +47.8% | +20.9% | +27.0% | +38.3% |
| 3Y | +283.0% | +112.4% | +170.6% | +200.0% |
| 5Y | +349.7% | +101.4% | +248.3% | +254.4% |
| All | +1,055.9% | +59.6% | +996.3% | +868.9% |
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