+883.4%
APH vs SUI
+115.7%
+767.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.6% |
| 7D | -5.9% | +6.2% | -12.2% | -8.0% |
| 30D | -14.8% | +8.6% | -23.4% | -17.6% |
| 3M | -12.4% | +1.0% | -13.4% | -13.4% |
| 6M | +8.1% | -2.6% | +10.7% | +7.7% |
| YTD | +10.9% | -0.1% | +11.1% | +9.5% |
| 1Y | +8.8% | +0.5% | +8.3% | +7.1% |
| 3Y | +262.1% | +15.3% | +246.8% | +226.7% |
| 5Y | +283.1% | -26.1% | +309.3% | +313.3% |
| All | +883.4% | +115.7% | +767.7% | +647.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling