+132,206.3%
APH vs AME
+18,347.0%
+113,859.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.1% |
| 7D | +5.0% | +0.6% | +4.3% | +4.6% |
| 30D | -3.9% | -6.7% | +2.8% | -0.4% |
| 3M | +13.0% | +4.1% | +8.9% | +10.9% |
| 6M | +25.2% | +1.6% | +23.6% | +24.5% |
| YTD | +22.9% | +16.1% | +6.8% | +14.2% |
| 1Y | +47.8% | +27.3% | +20.5% | +30.7% |
| 3Y | +283.0% | +50.9% | +232.2% | +210.7% |
| 5Y | +349.7% | +81.4% | +268.3% | +234.7% |
| 10Y | +1,061.2% | +417.0% | +644.3% | +426.1% |
| All | +132,206.3% | +18,347.0% | +113,859.3% | +19,101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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