+290.1%
APH vs SU
+117.9%
+172.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.4% |
| 7D | +0.2% | -1.0% | +1.2% | +0.4% |
| 30D | -3.3% | +13.7% | -17.0% | -5.6% |
| 3M | +14.0% | +8.0% | +6.0% | +12.6% |
| 6M | +24.4% | +21.0% | +3.4% | +17.9% |
| YTD | +21.4% | +56.2% | -34.8% | +6.6% |
| 1Y | +48.9% | +72.2% | -23.3% | +26.7% |
| 3Y | +290.1% | +118.1% | +172.0% | +216.3% |
| All | +290.1% | +117.9% | +172.2% | +216.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling