+61,451.9%
APH vs STT
+4,602.0%
+56,850.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -52.7% |
| 3M | -43.6% | +20.0% | -63.5% | -47.1% |
| 6M | -37.5% | +55.3% | -92.8% | -46.2% |
| YTD | -38.6% | +53.3% | -92.0% | -47.0% |
| 1Y | -26.3% | +74.7% | -101.0% | -39.1% |
| 3Y | +89.2% | +205.8% | -116.6% | +29.9% |
| 5Y | +119.8% | +145.0% | -25.2% | +58.4% |
| 10Y | +454.3% | +266.0% | +188.2% | +237.0% |
| All | +61,451.9% | +4,602.0% | +56,850.0% | +16,844.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling