+129,097.8%
APH vs SU
+170,273.2%
-41,175.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.9% | +10.1% | +8.2% |
| 7D | +1.1% | -10.6% | +11.7% | +1.1% |
| 30D | -7.5% | -6.6% | -0.9% | -7.5% |
| 3M | -4.4% | +12.9% | -17.4% | -4.5% |
| 6M | +26.5% | +6.7% | +19.7% | +26.5% |
| YTD | +20.0% | +55.2% | -35.2% | +20.0% |
| 1Y | +16.9% | +61.5% | -44.7% | +16.8% |
| 3Y | +288.5% | +128.7% | +159.8% | +288.2% |
| 5Y | +310.3% | +210.8% | +99.5% | +309.8% |
| 10Y | +951.3% | +214.4% | +736.9% | +949.9% |
| All | +129,097.8% | +170,273.2% | -41,175.4% | +127,127.9% |
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