+306.4%
APH vs SPOT
+118.7%
+187.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.9% |
| 7D | -5.0% | +1.0% | -6.1% | -5.2% |
| 30D | -8.4% | +14.6% | -22.9% | -11.0% |
| 3M | -4.5% | +18.4% | -22.9% | -8.4% |
| 6M | +25.3% | +45.1% | -19.8% | +14.1% |
| YTD | +18.9% | +4.4% | +14.5% | +15.4% |
| 1Y | +11.9% | -2.7% | +14.6% | +10.3% |
| 3Y | +278.0% | +254.6% | +23.4% | +173.6% |
| 5Y | +306.4% | +124.8% | +181.7% | +190.7% |
| All | +306.4% | +118.7% | +187.7% | +190.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling