+262.1%
APH vs SPMO
+116.1%
+146.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +2.4% |
| 7D | -5.9% | -8.7% | +2.8% | +4.0% |
| 30D | -14.8% | -18.7% | +3.9% | +6.9% |
| 3M | -12.4% | -16.4% | +4.0% | +6.9% |
| 6M | +8.1% | -11.9% | +19.9% | +22.8% |
| YTD | +10.9% | +4.9% | +6.1% | +2.8% |
| 1Y | +8.8% | +6.2% | +2.6% | -0.3% |
| 3Y | +262.1% | +115.1% | +147.0% | +80.4% |
| All | +262.1% | +116.1% | +146.0% | +80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling