+132,206.3%
APH vs AEM
+7,816.3%
+124,389.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +0.9% |
| 7D | +5.0% | -0.5% | +5.5% | +5.0% |
| 30D | -3.9% | +24.0% | -27.9% | -5.4% |
| 3M | +13.0% | +16.1% | -3.1% | +11.7% |
| 6M | +25.2% | -11.6% | +36.8% | +25.8% |
| YTD | +22.9% | +21.5% | +1.4% | +20.9% |
| 1Y | +47.8% | +39.2% | +8.7% | +44.1% |
| 3Y | +283.0% | +347.4% | -64.4% | +246.1% |
| 5Y | +349.7% | +290.1% | +59.5% | +306.8% |
| 10Y | +1,061.2% | +357.8% | +703.4% | +922.7% |
| All | +132,206.3% | +7,816.3% | +124,389.9% | +117,192.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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