+285.6%
APH vs STZ
-47.3%
+332.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | +5.0% | -1.9% | +6.9% | +4.9% |
| 30D | -3.9% | -1.9% | -2.0% | -3.9% |
| 3M | +13.0% | -6.2% | +19.2% | +12.9% |
| 6M | +25.2% | -14.0% | +39.2% | +25.6% |
| YTD | +22.9% | -5.1% | +28.1% | +22.2% |
| 1Y | +47.8% | -9.6% | +57.4% | +47.6% |
| All | +285.6% | -47.3% | +332.9% | +315.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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