+70,618.7%
APH vs SPG
+5,756.7%
+64,862.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.5% | -9.0% |
| 7D | -12.7% | +5.0% | -17.7% | -14.2% |
| 30D | -19.2% | +12.3% | -31.5% | -22.5% |
| 3M | -16.7% | +1.9% | -18.5% | -17.4% |
| 6M | +5.1% | +14.4% | -9.3% | -0.2% |
| YTD | +6.6% | +26.5% | -19.9% | -2.5% |
| 1Y | +3.9% | +30.7% | -26.8% | -6.0% |
| 3Y | +246.0% | +122.6% | +123.4% | +159.0% |
| 5Y | +268.0% | +73.3% | +194.7% | +196.3% |
| 10Y | +868.2% | +111.1% | +757.1% | +548.1% |
| All | +70,618.7% | +5,756.7% | +64,862.0% | +23,189.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling