+1,062.4%
APH vs SPXS
-99.5%
+1,162.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -2.0% | 0.0% |
| 7D | +1.6% | +1.2% | +0.4% | +2.2% |
| 30D | -3.0% | +5.2% | -8.2% | -1.0% |
| 3M | +5.7% | -9.2% | +14.9% | +3.1% |
| 6M | +20.0% | -29.6% | +49.6% | +7.8% |
| YTD | +20.8% | -27.6% | +48.4% | +10.7% |
| 1Y | +40.2% | -36.7% | +77.0% | +23.8% |
| 3Y | +288.1% | -79.8% | +367.9% | +157.7% |
| 5Y | +352.5% | -85.9% | +438.4% | +212.9% |
| 10Y | +1,062.4% | -99.5% | +1,162.0% | +266.7% |
| All | +1,062.4% | -99.5% | +1,162.0% | +266.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling