+8.8%
APH vs STT
+44.2%
-35.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.0% |
| 7D | -5.9% | -2.5% | -3.5% | -4.4% |
| 30D | -14.8% | -5.0% | -9.8% | -12.3% |
| 3M | -12.4% | -10.5% | -2.0% | -7.0% |
| 6M | +8.1% | +10.0% | -1.9% | +3.5% |
| YTD | +10.9% | +30.7% | -19.7% | -4.7% |
| 1Y | +8.8% | +43.8% | -35.0% | -13.7% |
| All | +8.8% | +44.2% | -35.5% | -13.7% |
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