+112,436.8%
APH vs BWA
+3,492.4%
+108,944.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -0.2% |
| 7D | +5.0% | +5.7% | -0.7% | +2.7% |
| 30D | -3.9% | +1.4% | -5.3% | -4.5% |
| 3M | +13.0% | -12.1% | +25.1% | +18.4% |
| 6M | +25.2% | +28.6% | -3.4% | +12.5% |
| YTD | +22.9% | +51.1% | -28.2% | +2.2% |
| 1Y | +47.8% | +55.9% | -8.0% | +20.9% |
| 3Y | +283.0% | +70.1% | +212.9% | +193.5% |
| 5Y | +349.7% | +90.7% | +259.0% | +220.8% |
| 10Y | +1,061.2% | +154.0% | +907.3% | +584.5% |
| All | +112,436.8% | +3,492.4% | +108,944.4% | +28,019.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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