+6,942.5%
APH vs SPXS
-100.0%
+7,042.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -7.0% | +15.2% | +5.4% |
| 7D | +1.1% | -1.5% | +2.6% | +1.4% |
| 30D | -7.5% | +9.6% | -17.1% | -2.8% |
| 3M | -4.4% | +8.5% | -12.9% | +0.5% |
| 6M | +26.5% | -5.8% | +32.2% | +27.7% |
| YTD | +20.0% | -25.4% | +45.4% | +12.9% |
| 1Y | +16.9% | -28.8% | +45.7% | +8.8% |
| 3Y | +288.5% | -80.9% | +369.4% | +149.2% |
| 5Y | +310.3% | -83.1% | +393.4% | +200.0% |
| 10Y | +951.3% | -99.5% | +1,050.8% | +193.7% |
| All | +6,942.5% | -100.0% | +7,042.5% | +328.0% |
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 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