+262.1%
APH vs SPG
+124.5%
+137.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.3% | +3.9% |
| 7D | -5.9% | +4.9% | -10.8% | -7.4% |
| 30D | -14.8% | +15.6% | -30.4% | -19.0% |
| 3M | -12.4% | +4.1% | -16.5% | -13.6% |
| 6M | +8.1% | +13.6% | -5.5% | +2.2% |
| YTD | +10.9% | +27.5% | -16.6% | -0.2% |
| 1Y | +8.8% | +32.2% | -23.5% | -3.7% |
| 3Y | +262.1% | +126.0% | +136.1% | +157.8% |
| All | +262.1% | +124.5% | +137.5% | +157.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling