+171.1%
APH vs ADVB
-88.3%
+259.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | +5.0% | -3.8% | +8.7% | +5.0% |
| 30D | -3.9% | +17.6% | -21.4% | -3.9% |
| 3M | +13.0% | +119.1% | -106.2% | +12.3% |
| 6M | +25.2% | +103.4% | -78.2% | +24.5% |
| YTD | +22.9% | +59.8% | -36.9% | +22.5% |
| 1Y | +47.8% | +8.5% | +39.3% | +47.2% |
| All | +171.1% | -88.3% | +259.5% | +208.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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