+132,206.3%
APH vs AFL
+11,175.1%
+121,031.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.2% |
| 7D | +5.0% | +0.6% | +4.4% | +4.8% |
| 30D | -3.9% | -6.2% | +2.3% | -2.0% |
| 3M | +13.0% | +2.2% | +10.8% | +11.6% |
| 6M | +25.2% | +5.3% | +19.9% | +22.3% |
| YTD | +22.9% | +8.0% | +15.0% | +18.9% |
| 1Y | +47.8% | +10.2% | +37.6% | +41.6% |
| 3Y | +283.0% | +67.1% | +215.9% | +218.0% |
| 5Y | +349.7% | +135.6% | +214.1% | +234.4% |
| 10Y | +1,061.2% | +299.4% | +761.9% | +622.1% |
| All | +132,206.3% | +11,175.1% | +121,031.2% | +37,569.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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