+41.6%
SMH vs APH
+11.6%
+30.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.2% | -2.0% |
| 7D | +4.9% | +4.9% | 0.0% | +2.2% |
| 30D | -13.8% | -5.4% | -8.4% | -11.3% |
| 3M | -17.4% | -5.5% | -11.9% | -15.0% |
| 6M | -15.0% | +25.9% | -40.9% | -21.1% |
| YTD | +35.2% | +16.4% | +18.8% | +17.8% |
| 1Y | +41.6% | +16.5% | +25.1% | +23.0% |
| All | +41.6% | +11.6% | +30.0% | +23.0% |
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