+1,041.3%
APH vs SPXU
-99.5%
+1,140.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -0.6% |
| 7D | +0.2% | -1.5% | +1.7% | -0.3% |
| 30D | -3.3% | +3.7% | -7.1% | -1.9% |
| 3M | +14.0% | -9.6% | +23.6% | +10.9% |
| 6M | +24.4% | -32.4% | +56.8% | +10.1% |
| YTD | +21.4% | -28.7% | +50.1% | +10.6% |
| 1Y | +48.9% | -38.2% | +87.2% | +30.2% |
| 3Y | +290.1% | -80.4% | +370.5% | +155.6% |
| 5Y | +352.8% | -86.0% | +438.8% | +211.1% |
| 10Y | +1,041.3% | -99.5% | +1,140.8% | +264.2% |
| All | +1,041.3% | -99.5% | +1,140.8% | +264.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling