+31,636.5%
APH vs AU
+793.6%
+30,842.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.1% |
| 7D | +5.0% | -3.6% | +8.6% | +5.3% |
| 30D | -3.9% | +23.9% | -27.8% | -6.1% |
| 3M | +13.0% | +19.1% | -6.1% | +10.6% |
| 6M | +25.2% | -0.2% | +25.3% | +24.2% |
| YTD | +22.9% | +32.5% | -9.5% | +18.2% |
| 1Y | +47.8% | +96.9% | -49.1% | +36.4% |
| 3Y | +283.0% | +614.7% | -331.7% | +206.1% |
| 5Y | +349.7% | +647.7% | -298.1% | +251.3% |
| 10Y | +1,061.2% | +679.2% | +382.0% | +748.5% |
| All | +31,636.5% | +793.6% | +30,842.8% | +22,005.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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