+132,206.3%
APH vs AEP
+1,950.6%
+130,255.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +5.0% | +1.8% | +3.2% | +4.4% |
| 30D | -3.9% | -0.8% | -3.1% | -3.7% |
| 3M | +13.0% | -1.8% | +14.8% | +13.2% |
| 6M | +25.2% | -5.4% | +30.5% | +26.7% |
| YTD | +22.9% | +10.4% | +12.5% | +18.5% |
| 1Y | +47.8% | +18.2% | +29.7% | +39.2% |
| 3Y | +283.0% | +79.0% | +204.1% | +207.3% |
| 5Y | +349.7% | +64.8% | +284.8% | +268.6% |
| 10Y | +1,061.2% | +170.8% | +890.4% | +690.7% |
| All | +132,206.3% | +1,950.6% | +130,255.7% | +52,679.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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