+38,830.2%
APH vs SUI
+4,037.5%
+34,792.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.6% | -46.2% | -47.2% |
| 7D | -48.7% | -3.0% | -45.7% | -47.8% |
| 30D | -51.9% | -1.2% | -50.8% | -51.5% |
| 3M | -43.6% | -1.7% | -41.8% | -43.2% |
| 6M | -37.5% | -10.5% | -27.1% | -34.8% |
| YTD | -38.6% | -1.8% | -36.8% | -38.3% |
| 1Y | -26.3% | -4.1% | -22.2% | -25.5% |
| 3Y | +89.2% | +11.3% | +77.9% | +74.9% |
| 5Y | +119.8% | -32.1% | +151.9% | +145.2% |
| 10Y | +454.3% | +110.4% | +343.8% | +276.9% |
| All | +38,830.2% | +4,037.5% | +34,792.6% | +10,399.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling