+1,059.7%
APH vs SUI
+110.1%
+949.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.0% | -2.8% | +7.8% | +6.0% |
| 30D | -3.9% | -1.2% | -2.7% | -3.6% |
| 3M | +13.0% | -1.7% | +14.7% | +13.0% |
| 6M | +25.2% | -10.5% | +35.6% | +29.4% |
| YTD | +22.9% | -1.8% | +24.8% | +22.9% |
| 1Y | +47.8% | -4.1% | +51.9% | +48.6% |
| 3Y | +283.0% | +11.3% | +271.8% | +252.1% |
| 5Y | +349.7% | -32.1% | +381.8% | +404.0% |
| All | +1,059.7% | +110.1% | +949.7% | +813.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded SUI 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling