+1,659.3%
APH vs ALLE
+260.9%
+1,398.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | +5.0% | -0.2% | +5.2% | +5.0% |
| 30D | -3.9% | -6.8% | +2.9% | -0.6% |
| 3M | +13.0% | +21.0% | -8.1% | +1.5% |
| 6M | +25.2% | +1.1% | +24.0% | +23.2% |
| YTD | +22.9% | -0.5% | +23.5% | +20.9% |
| 1Y | +47.8% | -7.3% | +55.1% | +50.3% |
| 3Y | +283.0% | +42.3% | +240.8% | +203.8% |
| 5Y | +349.7% | +13.5% | +336.2% | +294.1% |
| 10Y | +1,061.2% | +144.0% | +917.2% | +579.6% |
| All | +1,659.3% | +260.9% | +1,398.4% | +767.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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