+132,206.2%
APH vs BNY
+8,337.9%
+123,868.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +1.4% | +3.5% | +4.4% |
| 30D | -3.9% | +3.8% | -7.7% | -5.1% |
| 3M | +13.0% | +14.9% | -1.9% | +7.5% |
| 6M | +25.2% | +40.3% | -15.2% | +11.2% |
| YTD | +22.9% | +43.9% | -20.9% | +8.1% |
| 1Y | +47.8% | +59.0% | -11.2% | +25.6% |
| 3Y | +283.0% | +290.7% | -7.7% | +139.6% |
| 5Y | +349.7% | +250.4% | +99.3% | +189.0% |
| 10Y | +1,061.2% | +411.2% | +650.1% | +542.9% |
| All | +132,206.2% | +8,337.9% | +123,868.3% | +32,855.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 2026-09-07: compounded portfolio wealth divided by compounded BNY 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 2026-09-07 analysis · Full analysis span regression · 6 months rolling