+8.8%
APH vs SPOT
-2.7%
+11.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.9% | +6.0% | +4.1% |
| 7D | -5.9% | +1.6% | -7.6% | -5.9% |
| 30D | -14.8% | +17.6% | -32.4% | -14.6% |
| 3M | -12.4% | +26.9% | -39.4% | -13.2% |
| 6M | +8.1% | +41.8% | -33.7% | +4.6% |
| YTD | +10.9% | +3.8% | +7.1% | +13.2% |
| 1Y | +8.8% | -2.5% | +11.2% | +13.6% |
| All | +8.8% | -2.7% | +11.5% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling