+93.4%
SMH vs APH
+47.7%
+45.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +4.3% | +1.6% | +2.7% | +3.5% |
| 30D | +0.9% | -3.0% | +3.9% | +2.2% |
| 3M | -2.8% | +5.7% | -8.6% | -4.8% |
| 6M | +45.6% | +20.0% | +25.6% | +34.2% |
| YTD | +59.5% | +20.8% | +38.7% | +37.4% |
| 1Y | +93.4% | +40.2% | +53.2% | +54.3% |
| All | +93.4% | +47.7% | +45.7% | +54.3% |
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