-87.5%
APUS vs SPY
+19.4%
-106.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.4% | -4.3% |
| 7D | -35.0% | +0.5% | -35.6% | -35.6% |
| 30D | -45.6% | -0.9% | -44.7% | -45.0% |
| 3M | -82.0% | +3.9% | -85.9% | -82.9% |
| 6M | -82.7% | +14.5% | -97.2% | -85.6% |
| YTD | -86.0% | +12.9% | -98.9% | -87.4% |
| 1Y | -87.5% | +19.4% | -106.8% | -90.2% |
| All | -87.5% | +19.4% | -106.9% | -90.2% |
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