+1,541.1%
SMH vs APH
+940.6%
+600.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.8% | +5.6% | +5.5% |
| 7D | +0.5% | +0.4% | +0.2% | +0.3% |
| 30D | -14.2% | -8.0% | -6.2% | -8.3% |
| 3M | -11.5% | -5.0% | -6.5% | -8.6% |
| 6M | -12.0% | +29.9% | -41.9% | -30.7% |
| YTD | +40.8% | +18.0% | +22.8% | +12.8% |
| 1Y | +44.9% | +11.3% | +33.5% | +22.0% |
| 3Y | +226.7% | +274.9% | -48.2% | -16.7% |
| 5Y | +250.6% | +300.6% | -50.0% | -15.3% |
| All | +1,541.1% | +940.6% | +600.5% | +66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling