+127,353.1%
APH vs SU
+174,946.8%
-47,593.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | +11.1% | +0.3% | +10.8% | +11.1% |
| 30D | -7.3% | -7.9% | +0.6% | -7.3% |
| 3M | -6.2% | +9.2% | -15.3% | -6.2% |
| 6M | +24.9% | +5.5% | +19.4% | +24.9% |
| YTD | +18.4% | +59.5% | -41.0% | +18.4% |
| 1Y | +13.0% | +59.9% | -47.0% | +12.9% |
| 3Y | +276.4% | +130.3% | +146.1% | +276.1% |
| 5Y | +296.4% | +225.3% | +71.1% | +295.9% |
| 10Y | +948.3% | +237.5% | +710.8% | +946.8% |
| All | +127,353.1% | +174,946.8% | -47,593.7% | +125,406.6% |
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