+1,307.2%
APH vs SPMO
+572.4%
+734.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | -0.6% |
| 7D | +5.0% | +2.0% | +3.0% | +3.0% |
| 30D | -3.9% | -0.4% | -3.5% | -3.5% |
| 3M | +13.0% | -1.9% | +14.9% | +14.7% |
| 6M | +25.2% | +25.0% | +0.1% | +1.3% |
| YTD | +22.9% | +26.0% | -3.1% | -0.7% |
| 1Y | +47.8% | +28.7% | +19.2% | +17.7% |
| 3Y | +283.0% | +160.9% | +122.1% | +69.3% |
| 5Y | +349.7% | +147.9% | +201.7% | +107.4% |
| 10Y | +1,061.2% | +518.9% | +542.3% | +225.0% |
| All | +1,307.2% | +572.4% | +734.7% | +285.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded SPMO 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling