+724.0%
APH vs SPOT
+267.1%
+456.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.0% | +7.2% | +8.0% |
| 7D | +1.1% | +2.5% | -1.4% | +0.6% |
| 30D | -7.5% | +15.1% | -22.6% | -10.3% |
| 3M | -4.4% | +24.8% | -29.2% | -9.4% |
| 6M | +26.5% | +45.8% | -19.3% | +15.4% |
| YTD | +20.0% | +4.9% | +15.2% | +16.2% |
| 1Y | +16.9% | -1.3% | +18.1% | +14.5% |
| 3Y | +288.5% | +257.7% | +30.8% | +185.7% |
| 5Y | +310.3% | +118.5% | +191.8% | +212.4% |
| All | +724.0% | +267.1% | +456.9% | +390.7% |
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