+16.4%
APH vs SU
+88.1%
-71.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.5% | -1.6% | -6.7% |
| 7D | -2.4% | -7.1% | +4.7% | -3.3% |
| 30D | -9.5% | +4.8% | -14.2% | -8.6% |
| 3M | -7.6% | +12.5% | -20.1% | -5.6% |
| 6M | +12.4% | +6.5% | +5.9% | +16.4% |
| YTD | +17.5% | +65.8% | -48.3% | +11.0% |
| 1Y | +16.4% | +86.2% | -69.7% | +7.4% |
| All | +16.4% | +88.1% | -71.7% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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