+282.2%
APH vs SPG
+74.6%
+207.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.3% | +3.8% |
| 7D | -5.9% | +4.9% | -10.8% | -7.9% |
| 30D | -14.8% | +15.6% | -30.4% | -20.4% |
| 3M | -12.4% | +4.1% | -16.5% | -14.2% |
| 6M | +8.1% | +13.6% | -5.5% | +0.8% |
| YTD | +10.9% | +27.5% | -16.6% | -2.5% |
| 1Y | +8.8% | +32.2% | -23.5% | -6.2% |
| 3Y | +262.1% | +126.0% | +136.1% | +130.8% |
| All | +282.2% | +74.6% | +207.6% | +162.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling