+16.4%
APH vs SPXS
-30.2%
+46.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.9% | -1.3% | -9.1% |
| 7D | -2.4% | +2.2% | -4.6% | -0.9% |
| 30D | -9.5% | +3.8% | -13.2% | -6.7% |
| 3M | -7.6% | +3.3% | -11.0% | -4.6% |
| 6M | +12.4% | -16.7% | +29.1% | +3.8% |
| YTD | +17.5% | -28.5% | +46.1% | +1.2% |
| 1Y | +16.4% | -30.4% | +46.8% | -0.3% |
| All | +16.4% | -30.2% | +46.6% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 1y: compounded portfolio wealth divided by compounded SPXS 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…
1y analysis · Full analysis span regression · 6 months rolling