+2,636.0%
APH vs APO
+1,753.5%
+882.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +5.0% | -1.0% | +6.0% | +5.3% |
| 30D | -3.9% | +3.5% | -7.3% | -5.3% |
| 3M | +13.0% | +4.5% | +8.4% | +10.6% |
| 6M | +25.2% | +22.8% | +2.4% | +15.0% |
| YTD | +22.9% | -6.5% | +29.4% | +23.2% |
| 1Y | +47.8% | +0.8% | +47.0% | +43.3% |
| 3Y | +283.0% | +62.0% | +221.1% | +209.8% |
| 5Y | +349.7% | +138.2% | +211.4% | +209.7% |
| 10Y | +1,061.2% | +940.3% | +121.0% | +385.1% |
| All | +2,636.0% | +1,753.5% | +882.5% | +779.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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