+90.5%
APH vs SPOT
+247.6%
-157.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.2% | -47.6% | -47.7% |
| 7D | -48.7% | +2.9% | -51.6% | -49.0% |
| 30D | -51.9% | +12.5% | -64.4% | -53.1% |
| 3M | -43.6% | +9.9% | -53.5% | -44.8% |
| 6M | -37.5% | +1.6% | -39.1% | -38.3% |
| YTD | -38.6% | -6.6% | -32.0% | -38.5% |
| 1Y | -26.3% | -22.9% | -3.4% | -23.0% |
| All | +90.5% | +247.6% | -157.2% | +49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling