+352.8%
APH vs SPXS
-85.9%
+438.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -0.5% |
| 7D | +0.2% | -1.5% | +1.8% | -0.4% |
| 30D | -3.3% | +3.7% | -7.0% | -1.7% |
| 3M | +14.0% | -9.6% | +23.6% | +10.6% |
| 6M | +24.4% | -32.4% | +56.8% | +8.9% |
| YTD | +21.4% | -28.7% | +50.1% | +9.6% |
| 1Y | +48.9% | -38.1% | +87.0% | +28.8% |
| 3Y | +290.1% | -80.1% | +370.2% | +152.4% |
| 5Y | +352.8% | -85.9% | +438.7% | +206.9% |
| All | +352.8% | -85.9% | +438.7% | +206.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling