+16.4%
APH vs SPXU
-30.4%
+46.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.9% | -1.3% | -9.1% |
| 7D | -2.4% | +2.2% | -4.6% | -0.9% |
| 30D | -9.5% | +3.8% | -13.2% | -6.7% |
| 3M | -7.6% | +3.3% | -10.9% | -4.6% |
| 6M | +12.4% | -16.7% | +29.1% | +3.7% |
| YTD | +17.5% | -28.6% | +46.2% | +1.0% |
| 1Y | +16.4% | -30.6% | +47.0% | -0.5% |
| All | +16.4% | -30.4% | +46.8% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling