+871.6%
APH vs SPXS
-99.5%
+971.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +3.8% |
| 7D | -5.9% | +7.5% | -13.4% | -2.7% |
| 30D | -14.8% | +17.5% | -32.3% | -8.4% |
| 3M | -12.4% | +14.7% | -27.1% | -6.3% |
| 6M | +8.1% | -0.1% | +8.2% | +11.3% |
| YTD | +10.9% | -19.7% | +30.7% | +7.3% |
| 1Y | +8.8% | -23.6% | +32.4% | +4.0% |
| 3Y | +262.1% | -79.2% | +341.2% | +145.6% |
| 5Y | +283.1% | -81.7% | +364.9% | +193.3% |
| All | +871.6% | -99.5% | +971.1% | +235.8% |
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