+305.9%
APH vs SPOT
+227.0%
+78.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -53.2% |
| 3M | -43.6% | +9.9% | -53.5% | -45.0% |
| 6M | -37.5% | +1.6% | -39.1% | -38.4% |
| YTD | -38.6% | -6.6% | -32.0% | -38.8% |
| 1Y | -26.3% | -22.9% | -3.4% | -23.7% |
| 3Y | +89.2% | +244.3% | -155.1% | +40.7% |
| 5Y | +119.8% | +117.8% | +2.0% | +68.1% |
| All | +305.9% | +227.0% | +78.9% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling