+285.6%
APH vs STLD
+135.5%
+150.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.3% |
| 7D | +5.0% | +3.1% | +1.8% | +3.9% |
| 30D | -3.9% | -9.0% | +5.1% | -1.3% |
| 3M | +13.0% | -12.4% | +25.3% | +16.9% |
| 6M | +25.2% | +25.5% | -0.4% | +14.9% |
| YTD | +22.9% | +43.6% | -20.7% | +7.2% |
| 1Y | +47.8% | +87.2% | -39.3% | +17.1% |
| All | +285.6% | +135.5% | +150.1% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded STLD 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling