+8.8%
APH vs SUI
-0.1%
+8.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +3.7% |
| 7D | -5.9% | +6.2% | -12.2% | -4.6% |
| 30D | -14.8% | +8.6% | -23.4% | -13.9% |
| 3M | -12.4% | +1.0% | -13.4% | -11.4% |
| 6M | +8.1% | -2.6% | +10.7% | +10.1% |
| YTD | +10.9% | -0.1% | +11.1% | +12.3% |
| 1Y | +8.8% | +0.5% | +8.3% | +9.1% |
| All | +8.8% | -0.1% | +8.9% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling