+2,899.1%
APH vs BAH
+886.2%
+2,012.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.2% |
| 7D | +5.0% | -3.2% | +8.2% | +5.8% |
| 30D | -3.9% | +2.0% | -5.9% | -4.5% |
| 3M | +13.0% | -7.6% | +20.6% | +14.2% |
| 6M | +25.2% | -5.7% | +30.8% | +25.2% |
| YTD | +22.9% | -11.7% | +34.7% | +23.6% |
| 1Y | +47.8% | -27.4% | +75.2% | +56.1% |
| 3Y | +283.0% | -32.5% | +315.6% | +297.6% |
| 5Y | +349.7% | -3.3% | +353.0% | +310.4% |
| 10Y | +1,061.2% | +186.0% | +875.2% | +673.0% |
| All | +2,899.1% | +886.2% | +2,012.9% | +1,235.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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