+716.3%
APH vs SPOT
+265.4%
+450.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.9% |
| 7D | -5.0% | +1.0% | -6.1% | -5.3% |
| 30D | -8.4% | +14.6% | -22.9% | -11.1% |
| 3M | -4.5% | +18.4% | -22.9% | -8.5% |
| 6M | +25.3% | +45.1% | -19.8% | +14.4% |
| YTD | +18.9% | +4.4% | +14.5% | +15.2% |
| 1Y | +11.9% | -2.7% | +14.6% | +10.0% |
| 3Y | +278.0% | +254.6% | +23.4% | +178.5% |
| 5Y | +306.4% | +124.8% | +181.7% | +207.8% |
| All | +716.3% | +265.4% | +450.9% | +386.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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