+944.2%
APH vs SPXS
-99.5%
+1,043.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | -2.3% |
| 7D | +0.4% | +1.5% | -1.1% | +1.9% |
| 30D | -8.0% | +6.3% | -14.3% | -4.5% |
| 3M | -5.0% | +4.2% | -9.2% | -1.7% |
| 6M | +29.9% | -7.9% | +37.8% | +30.1% |
| YTD | +18.0% | -27.5% | +45.5% | +10.0% |
| 1Y | +11.3% | -27.0% | +38.4% | +4.7% |
| 3Y | +274.9% | -80.5% | +355.5% | +148.0% |
| 5Y | +300.6% | -84.0% | +384.6% | +192.6% |
| 10Y | +944.2% | -99.5% | +1,043.7% | +245.7% |
| All | +944.2% | -99.5% | +1,043.7% | +245.7% |
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