+8.1%
APH vs SPOT
+44.1%
-36.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.9% | +6.0% | +3.6% |
| 7D | -5.9% | +1.6% | -7.6% | -5.4% |
| 30D | -14.8% | +17.6% | -32.4% | -10.7% |
| 3M | -12.4% | +26.9% | -39.4% | -7.3% |
| 6M | +8.1% | +41.8% | -33.7% | +10.2% |
| All | +8.1% | +44.1% | -36.0% | +10.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling