+1,507.2%
SOXX vs APH
+1,052.1%
+455.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -1.6% |
| 7D | +3.0% | -2.2% | +5.3% | +5.0% |
| 30D | -3.1% | -4.0% | +0.9% | -0.1% |
| 3M | -4.4% | +7.7% | -12.1% | -10.1% |
| 6M | +52.9% | +17.8% | +35.1% | +30.1% |
| YTD | +72.0% | +19.2% | +52.8% | +38.1% |
| 1Y | +105.1% | +35.7% | +69.4% | +44.4% |
| 3Y | +220.6% | +282.9% | -62.3% | -20.8% |
| 5Y | +244.8% | +345.6% | -100.8% | -25.2% |
| All | +1,507.2% | +1,052.1% | +455.0% | +55.3% |
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 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