+57,155.7%
APH vs AEIS
+2,566.8%
+54,588.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.3% |
| 7D | +5.0% | +3.0% | +2.0% | +4.2% |
| 30D | -3.9% | -14.6% | +10.8% | -0.2% |
| 3M | +13.0% | -12.4% | +25.4% | +15.6% |
| 6M | +25.2% | -15.0% | +40.1% | +28.1% |
| YTD | +22.9% | +34.3% | -11.4% | +12.4% |
| 1Y | +47.8% | +87.4% | -39.5% | +24.4% |
| 3Y | +283.0% | +139.8% | +143.2% | +199.8% |
| 5Y | +349.7% | +220.7% | +128.9% | +225.9% |
| 10Y | +1,061.2% | +531.6% | +529.6% | +577.6% |
| All | +57,155.7% | +2,566.8% | +54,588.9% | +18,112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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