+4.7%
APHU vs SPY
+13.2%
-8.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +3.0% |
| 7D | +9.7% | +0.1% | +9.6% | +9.1% |
| 30D | -10.0% | +0.1% | -10.1% | -10.2% |
| 3M | +17.6% | +2.0% | +15.6% | +12.3% |
| 6M | +31.7% | +13.0% | +18.7% | -9.9% |
| All | +4.7% | +13.2% | -8.5% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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