+3,268.0%
APH vs SPXS
-100.0%
+3,368.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.1% | -46.7% | -48.2% |
| 7D | -48.7% | +0.7% | -49.4% | -48.8% |
| 30D | -51.9% | +0.8% | -52.8% | -51.9% |
| 3M | -43.6% | -4.7% | -38.8% | -44.1% |
| 6M | -37.5% | -29.6% | -7.9% | -44.3% |
| YTD | -38.6% | -29.8% | -8.8% | -44.8% |
| 1Y | -26.3% | -38.9% | +12.6% | -36.4% |
| 3Y | +89.2% | -79.6% | +168.8% | +22.6% |
| 5Y | +119.8% | -85.9% | +205.7% | +47.6% |
| 10Y | +454.3% | -99.5% | +553.8% | +48.6% |
| All | +3,268.0% | -100.0% | +3,368.0% | +95.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling