+1,253.2%
SMH vs APH
+11,942.7%
-10,689.5%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.0% |
| 7D | +2.5% | +5.0% | -2.4% | -0.9% |
| 30D | -0.5% | -3.9% | +3.4% | +1.8% |
| 3M | -9.6% | +13.0% | -22.6% | -16.8% |
| 6M | +42.1% | +25.2% | +16.9% | +20.4% |
| YTD | +57.4% | +22.9% | +34.5% | +31.5% |
| 1Y | +96.2% | +47.8% | +48.4% | +44.0% |
| 3Y | +267.9% | +283.0% | -15.1% | +43.8% |
| 5Y | +327.7% | +349.7% | -22.0% | +54.1% |
| 10Y | +1,764.6% | +1,061.2% | +703.4% | +280.9% |
| All | +1,253.2% | +11,942.7% | -10,689.5% | -45.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling