+631.4%
APH vs SPOT
+270.3%
+361.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -8.9% |
| 7D | -12.7% | +10.3% | -23.0% | -14.4% |
| 30D | -19.2% | +25.9% | -45.0% | -23.0% |
| 3M | -16.7% | +27.4% | -44.1% | -21.3% |
| 6M | +5.1% | +46.5% | -41.3% | -4.1% |
| YTD | +6.6% | +5.8% | +0.8% | +3.0% |
| 1Y | +3.9% | -0.9% | +4.8% | +1.7% |
| 3Y | +246.0% | +261.5% | -15.4% | +154.0% |
| 5Y | +268.0% | +112.6% | +155.4% | +181.7% |
| All | +631.4% | +270.3% | +361.1% | +334.9% |
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