+35.2%
SMH vs APH
+14.0%
+21.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.2% | -0.3% |
| 7D | -6.7% | -5.0% | -1.7% | -4.2% |
| 30D | -19.8% | -8.4% | -11.5% | -16.3% |
| 3M | -15.1% | -4.5% | -10.6% | -13.2% |
| 6M | -14.6% | +25.3% | -39.9% | -21.2% |
| YTD | +34.3% | +18.9% | +15.4% | +15.9% |
| 1Y | +35.2% | +11.9% | +23.3% | +21.3% |
| All | +35.2% | +14.0% | +21.2% | +21.3% |
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