+123,833.8%
APH vs ALL
+3,667.9%
+120,165.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.3% |
| 7D | +5.0% | 0.0% | +4.9% | +4.9% |
| 30D | -3.9% | -1.5% | -2.4% | -3.6% |
| 3M | +13.0% | +23.6% | -10.7% | +3.7% |
| 6M | +25.2% | +22.3% | +2.8% | +14.9% |
| YTD | +22.9% | +26.5% | -3.6% | +10.7% |
| 1Y | +47.8% | +27.0% | +20.8% | +32.4% |
| 3Y | +283.0% | +149.6% | +133.4% | +161.5% |
| 5Y | +349.7% | +118.1% | +231.6% | +215.8% |
| 10Y | +1,061.2% | +369.0% | +692.3% | +513.6% |
| All | +123,833.8% | +3,667.9% | +120,165.9% | +36,516.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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