+132,206.3%
APH vs BBWI
+614.9%
+131,591.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -2.0% | +0.2% |
| 7D | +5.0% | +1.5% | +3.4% | +4.5% |
| 30D | -3.9% | -5.2% | +1.3% | -3.2% |
| 3M | +13.0% | +11.1% | +1.9% | +8.8% |
| 6M | +25.2% | -13.4% | +38.5% | +26.7% |
| YTD | +22.9% | +0.1% | +22.8% | +19.4% |
| 1Y | +47.8% | -36.1% | +84.0% | +58.0% |
| 3Y | +283.0% | -44.1% | +327.1% | +303.2% |
| 5Y | +349.7% | -66.2% | +415.9% | +413.0% |
| 10Y | +1,061.2% | -54.8% | +1,116.0% | +929.0% |
| All | +132,206.3% | +614.9% | +131,591.3% | +51,087.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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