+40,212.4%
ADI vs APH
+132,206.3%
-91,993.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.2% |
| 7D | +0.4% | +5.0% | -4.5% | -1.9% |
| 30D | -3.8% | -3.9% | +0.1% | -2.2% |
| 3M | -15.3% | +13.0% | -28.2% | -20.4% |
| 6M | +6.7% | +25.2% | -18.5% | -5.6% |
| YTD | +34.8% | +22.9% | +11.8% | +17.2% |
| 1Y | +49.0% | +47.8% | +1.2% | +17.6% |
| 3Y | +108.1% | +283.0% | -174.9% | +2.9% |
| 5Y | +142.4% | +349.7% | -207.2% | +12.5% |
| 10Y | +589.9% | +1,061.2% | -471.3% | +113.0% |
| All | +40,212.4% | +132,206.3% | -91,993.9% | +3,076.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling