-87.7%
APUS vs SPY
+32.0%
-119.7%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.3% |
| 7D | -10.1% | -2.7% | -7.4% | -7.3% |
| 30D | -61.6% | -5.4% | -56.2% | -59.1% |
| 3M | -44.0% | -4.1% | -39.9% | -41.0% |
| 6M | -86.1% | +0.7% | -86.8% | -85.9% |
| YTD | -83.5% | +8.7% | -92.2% | -83.7% |
| 1Y | -89.2% | +10.9% | -100.1% | -89.5% |
| All | -87.7% | +32.0% | -119.7% | -84.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling