-26.3%
APH vs SPXU
-40.4%
+14.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.1% | -46.7% | -48.4% |
| 7D | -48.7% | +0.6% | -49.3% | -48.8% |
| 30D | -51.9% | +0.8% | -52.8% | -51.9% |
| 3M | -43.6% | -4.7% | -38.9% | -44.4% |
| 6M | -37.5% | -29.6% | -7.9% | -47.8% |
| YTD | -38.6% | -29.9% | -8.8% | -48.3% |
| 1Y | -26.3% | -39.1% | +12.7% | -41.5% |
| All | -26.3% | -40.4% | +14.0% | -41.5% |
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