+5.1%
APH vs SPOT
+40.3%
-35.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -9.9% |
| 7D | -12.7% | +10.3% | -23.0% | -10.1% |
| 30D | -19.2% | +25.9% | -45.0% | -14.1% |
| 3M | -16.7% | +27.4% | -44.1% | -11.5% |
| 6M | +5.1% | +46.5% | -41.3% | +7.2% |
| All | +5.1% | +40.3% | -35.1% | +7.2% |
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