+1,606.3%
APH vs AMC
-98.1%
+1,704.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.5% | +0.8% |
| 7D | +5.0% | +2.3% | +2.6% | +4.9% |
| 30D | -3.9% | -0.7% | -3.1% | -3.9% |
| 3M | +13.0% | +35.2% | -22.2% | +11.8% |
| 6M | +25.2% | +124.6% | -99.4% | +22.2% |
| YTD | +22.9% | +69.9% | -46.9% | +20.7% |
| 1Y | +47.8% | -2.6% | +50.4% | +46.8% |
| 3Y | +283.0% | -79.8% | +362.8% | +286.8% |
| 5Y | +349.7% | -99.4% | +449.1% | +372.8% |
| 10Y | +1,061.2% | -98.9% | +1,160.1% | +1,092.7% |
| All | +1,606.3% | -98.1% | +1,704.4% | +1,450.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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