-26.3%
APH vs STT
+75.3%
-101.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.5% | -49.3% | -48.3% |
| 7D | -48.7% | +0.5% | -49.2% | -49.0% |
| 30D | -51.9% | +3.9% | -55.8% | -52.9% |
| 3M | -43.6% | +20.0% | -63.5% | -48.2% |
| 6M | -37.5% | +55.3% | -92.8% | -49.0% |
| YTD | -38.6% | +53.3% | -92.0% | -50.0% |
| 1Y | -26.3% | +74.7% | -101.0% | -42.3% |
| All | -26.3% | +75.3% | -101.7% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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