+132,206.3%
APH vs APA
+709.1%
+131,497.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +1.5% |
| 7D | +5.0% | +0.5% | +4.4% | +4.8% |
| 30D | -3.9% | +23.4% | -27.3% | -8.1% |
| 3M | +13.0% | +12.7% | +0.3% | +9.5% |
| 6M | +25.2% | +39.4% | -14.3% | +14.8% |
| YTD | +22.9% | +79.0% | -56.0% | +6.4% |
| 1Y | +47.8% | +88.8% | -41.0% | +25.7% |
| 3Y | +283.0% | +6.4% | +276.7% | +254.8% |
| 5Y | +349.7% | +153.0% | +196.7% | +230.3% |
| 10Y | +1,061.2% | +7.5% | +1,053.7% | +715.9% |
| All | +132,206.3% | +709.1% | +131,497.2% | +86,034.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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