+262.1%
APH vs SPXS
-79.2%
+341.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +3.7% |
| 7D | -5.9% | +7.5% | -13.4% | -1.7% |
| 30D | -14.8% | +17.5% | -32.3% | -6.5% |
| 3M | -12.4% | +14.7% | -27.1% | -4.5% |
| 6M | +8.1% | -0.1% | +8.2% | +12.1% |
| YTD | +10.9% | -19.7% | +30.7% | +5.9% |
| 1Y | +8.8% | -23.6% | +32.4% | +2.4% |
| 3Y | +262.1% | -79.2% | +341.2% | +140.0% |
| All | +262.1% | -79.2% | +341.2% | +140.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling