+310.3%
APH vs SU
+208.6%
+101.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.9% | +10.1% | +8.6% |
| 7D | +1.1% | -10.6% | +11.7% | +3.4% |
| 30D | -7.5% | -6.6% | -0.9% | -6.3% |
| 3M | -4.4% | +12.9% | -17.4% | -7.1% |
| 6M | +26.5% | +6.7% | +19.7% | +24.0% |
| YTD | +20.0% | +55.2% | -35.2% | +6.5% |
| 1Y | +16.9% | +61.5% | -44.7% | +2.6% |
| 3Y | +288.5% | +128.7% | +159.8% | +211.5% |
| 5Y | +310.3% | +210.8% | +99.5% | +201.7% |
| All | +310.3% | +208.6% | +101.7% | +201.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling