+661.5%
APH vs SPOT
+263.5%
+398.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.9% | +6.0% | +4.5% |
| 7D | -5.9% | +1.6% | -7.6% | -6.3% |
| 30D | -14.8% | +17.6% | -32.4% | -17.8% |
| 3M | -12.4% | +26.9% | -39.4% | -17.3% |
| 6M | +8.1% | +41.8% | -33.7% | -0.9% |
| YTD | +10.9% | +3.8% | +7.1% | +7.6% |
| 1Y | +8.8% | -2.5% | +11.2% | +6.8% |
| 3Y | +262.1% | +260.6% | +1.5% | +165.8% |
| 5Y | +283.1% | +108.6% | +174.5% | +194.2% |
| All | +661.5% | +263.5% | +398.1% | +354.3% |
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