+268.0%
APH vs SUI
-25.7%
+293.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.7% | -10.0% | -9.5% |
| 7D | -12.7% | +8.8% | -21.5% | -14.5% |
| 30D | -19.2% | +8.9% | -28.1% | -21.1% |
| 3M | -16.7% | +2.0% | -18.7% | -17.4% |
| 6M | +5.1% | -0.6% | +5.8% | +4.6% |
| YTD | +6.6% | +1.3% | +5.2% | +5.4% |
| 1Y | +3.9% | +1.3% | +2.6% | +2.8% |
| 3Y | +246.0% | +16.3% | +229.7% | +214.8% |
| 5Y | +268.0% | -25.1% | +293.0% | +321.0% |
| All | +268.0% | -25.7% | +293.7% | +321.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling