+29.9%
APH vs SU
+7.7%
+22.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -0.6% |
| 7D | +0.4% | -4.3% | +4.6% | 0.0% |
| 30D | -8.0% | -6.2% | -1.8% | -8.3% |
| 3M | -5.0% | +9.7% | -14.7% | -1.0% |
| 6M | +29.9% | +7.3% | +22.6% | +40.5% |
| All | +29.9% | +7.7% | +22.2% | +40.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling