+743.9%
APH vs SPOT
+227.0%
+516.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.0% | +1.5% |
| 7D | +5.0% | -0.9% | +5.9% | +5.1% |
| 30D | -3.9% | +12.5% | -16.4% | -6.4% |
| 3M | +13.0% | +9.9% | +3.1% | +10.0% |
| 6M | +25.2% | +1.6% | +23.6% | +23.3% |
| YTD | +22.9% | -6.6% | +29.5% | +22.5% |
| 1Y | +47.8% | -22.9% | +70.8% | +53.0% |
| 3Y | +283.0% | +244.3% | +38.8% | +184.7% |
| 5Y | +349.7% | +117.8% | +231.8% | +243.6% |
| All | +743.9% | +227.0% | +516.9% | +417.3% |
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