+50,893.3%
APH vs ACGL
+4,429.2%
+46,464.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.3% |
| 7D | +5.0% | -0.7% | +5.7% | +5.2% |
| 30D | -3.9% | -1.0% | -2.9% | -3.7% |
| 3M | +13.0% | +11.0% | +1.9% | +9.1% |
| 6M | +25.2% | -0.3% | +25.5% | +24.2% |
| YTD | +22.9% | +2.3% | +20.7% | +20.5% |
| 1Y | +47.8% | +6.4% | +41.5% | +42.9% |
| 3Y | +283.0% | +34.0% | +249.1% | +240.0% |
| 5Y | +349.7% | +161.6% | +188.0% | +226.0% |
| 10Y | +1,061.2% | +278.6% | +782.6% | +652.1% |
| All | +50,893.3% | +4,429.2% | +46,464.1% | +23,779.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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