+132,206.3%
APH vs BHP
+4,582.4%
+127,623.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.0% | -2.9% | +7.9% | +6.1% |
| 30D | -3.9% | +3.4% | -7.2% | -5.2% |
| 3M | +13.0% | +4.1% | +8.9% | +11.1% |
| 6M | +25.2% | +20.6% | +4.6% | +16.1% |
| YTD | +22.9% | +56.1% | -33.1% | +3.7% |
| 1Y | +47.8% | +69.6% | -21.8% | +20.6% |
| 3Y | +283.0% | +78.8% | +204.2% | +201.3% |
| 5Y | +349.7% | +113.1% | +236.6% | +220.9% |
| 10Y | +1,061.2% | +505.9% | +555.3% | +443.9% |
| All | +132,206.3% | +4,582.4% | +127,623.9% | +33,403.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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