+132,206.2%
APH vs SU
+169,995.4%
-37,789.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | +5.0% | +3.6% | +1.4% | +5.0% |
| 30D | -3.9% | +7.9% | -11.7% | -3.9% |
| 3M | +13.0% | +3.5% | +9.5% | +13.0% |
| 6M | +25.2% | +19.0% | +6.2% | +25.1% |
| YTD | +22.9% | +55.0% | -32.0% | +22.9% |
| 1Y | +47.8% | +71.2% | -23.4% | +47.8% |
| 3Y | +283.0% | +117.4% | +165.6% | +282.7% |
| 5Y | +349.7% | +335.2% | +14.5% | +349.0% |
| 10Y | +1,061.2% | +248.7% | +812.5% | +1,059.6% |
| All | +132,206.2% | +169,995.4% | -37,789.1% | +130,190.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling