+569.1%
APH vs SPMO
+572.4%
-3.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.8% | -49.6% | -49.4% |
| 7D | -48.7% | +0.8% | -49.5% | -49.8% |
| 30D | -51.9% | -0.4% | -51.6% | -52.4% |
| 3M | -43.6% | -1.9% | -41.7% | -43.5% |
| 6M | -37.5% | +25.0% | -62.6% | -50.1% |
| YTD | -38.6% | +26.0% | -64.7% | -51.1% |
| 1Y | -26.3% | +28.7% | -55.0% | -42.2% |
| 3Y | +89.2% | +160.9% | -71.7% | -17.6% |
| 5Y | +119.8% | +147.9% | -28.1% | -0.1% |
| 10Y | +454.3% | +518.9% | -64.7% | +52.8% |
| All | +569.1% | +572.4% | -3.3% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling