+5.1%
APH vs SUI
-0.2%
+5.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.7% | -10.0% | -8.9% |
| 7D | -12.7% | +8.8% | -21.5% | -7.7% |
| 30D | -19.2% | +8.9% | -28.1% | -14.5% |
| 3M | -16.7% | +2.0% | -18.7% | -14.3% |
| 6M | +5.1% | -0.6% | +5.8% | +8.3% |
| All | +5.1% | -0.2% | +5.3% | +8.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling