-37.5%
APH vs SUNB
-4.7%
-32.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.1% | -42.7% | -44.9% |
| 7D | -48.7% | -6.9% | -41.8% | -45.5% |
| 30D | -51.9% | -14.2% | -37.8% | -47.4% |
| 3M | -43.6% | -14.7% | -28.8% | -38.2% |
| 6M | -37.5% | -7.9% | -29.6% | -33.7% |
| All | -37.5% | -4.7% | -32.8% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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 · Available span rolling