+96.2%
SMH vs APH
-25.2%
+121.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -47.8% | +49.7% | +11.8% |
| 7D | -1.0% | -48.7% | +47.7% | +9.6% |
| 30D | -0.5% | -51.9% | +51.5% | +13.6% |
| 3M | -9.6% | -43.6% | +33.9% | -3.3% |
| 6M | +42.1% | -37.5% | +79.6% | +44.7% |
| YTD | +57.4% | -38.6% | +96.1% | +52.6% |
| 1Y | +96.2% | -26.3% | +122.6% | +81.7% |
| All | +96.2% | -25.2% | +121.5% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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