+291.1%
APH vs SPXS
-80.8%
+371.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +1.5% |
| 7D | +5.0% | -0.1% | +5.0% | +4.9% |
| 30D | -3.9% | +0.8% | -4.7% | -3.4% |
| 3M | +13.0% | -4.7% | +17.7% | +12.1% |
| 6M | +25.2% | -29.6% | +54.8% | +9.2% |
| YTD | +22.9% | -29.8% | +52.7% | +8.2% |
| 1Y | +47.8% | -38.9% | +86.8% | +24.0% |
| All | +291.1% | -80.8% | +371.8% | +149.6% |
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