+4,216.3%
APH vs BIL
+30.4%
+4,185.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +1.1% |
| 7D | +5.0% | +0.1% | +4.9% | +5.5% |
| 30D | -3.9% | +0.3% | -4.2% | -2.0% |
| 3M | +13.0% | +0.9% | +12.0% | +19.5% |
| 6M | +25.2% | +1.8% | +23.3% | +39.4% |
| YTD | +22.9% | +2.4% | +20.5% | +41.8% |
| 1Y | +47.8% | +3.7% | +44.1% | +83.3% |
| 3Y | +283.0% | +14.2% | +268.9% | +733.3% |
| 5Y | +349.7% | +19.4% | +330.2% | +1,189.9% |
| 10Y | +1,061.2% | +25.2% | +1,036.0% | +4,430.6% |
| All | +4,216.3% | +30.4% | +4,185.9% | +15,558.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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