+1,062.4%
APH vs SPMO
+526.3%
+536.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +1.6% | +2.7% | -1.1% | -0.9% |
| 30D | -3.0% | +1.1% | -4.1% | -3.9% |
| 3M | +5.7% | +2.0% | +3.7% | +3.5% |
| 6M | +20.0% | +26.5% | -6.6% | -4.5% |
| YTD | +20.8% | +26.5% | -5.7% | -3.3% |
| 1Y | +40.2% | +27.9% | +12.3% | +11.6% |
| 3Y | +288.1% | +160.4% | +127.7% | +67.8% |
| 5Y | +352.5% | +151.5% | +201.0% | +101.6% |
| 10Y | +1,062.4% | +526.3% | +536.1% | +213.3% |
| All | +1,062.4% | +526.3% | +536.1% | +213.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling