-87.0%
APUS vs SPY
+20.8%
-107.8%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.1% |
| 7D | -37.5% | +0.1% | -37.6% | -37.6% |
| 30D | -48.0% | +0.1% | -48.0% | -48.1% |
| 3M | -82.8% | +2.0% | -84.8% | -83.1% |
| 6M | -81.8% | +13.0% | -94.8% | -84.1% |
| YTD | -85.2% | +13.5% | -98.8% | -86.8% |
| 1Y | -87.0% | +20.0% | -107.0% | -89.6% |
| All | -87.0% | +20.8% | -107.8% | -89.6% |
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