+1,059.7%
APH vs ALLY
+191.1%
+868.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.8% |
| 7D | +5.0% | +3.7% | +1.3% | +3.6% |
| 30D | -3.9% | -2.3% | -1.6% | -3.2% |
| 3M | +13.0% | +3.8% | +9.1% | +11.3% |
| 6M | +25.2% | +9.7% | +15.4% | +20.7% |
| YTD | +22.9% | -1.4% | +24.3% | +22.7% |
| 1Y | +47.8% | +8.2% | +39.6% | +42.3% |
| 3Y | +283.0% | +66.5% | +216.5% | +210.3% |
| 5Y | +349.7% | +1.2% | +348.5% | +315.3% |
| All | +1,059.7% | +191.1% | +868.6% | +641.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded ALLY 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling