+930.0%
APH vs SPMO
+460.5%
+469.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.2% | -0.3% |
| 7D | +4.9% | +6.3% | -1.5% | -1.0% |
| 30D | -5.4% | -8.9% | +3.5% | +3.5% |
| 3M | -5.5% | -13.2% | +7.8% | +8.5% |
| 6M | +25.9% | -9.3% | +35.2% | +38.4% |
| YTD | +16.4% | +11.6% | +4.8% | +5.2% |
| 1Y | +16.5% | +13.4% | +3.1% | +4.0% |
| 3Y | +270.9% | +122.9% | +148.0% | +85.6% |
| 5Y | +289.5% | +113.9% | +175.6% | +101.5% |
| All | +930.0% | +460.5% | +469.5% | +222.9% |
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