+285.6%
APH vs CAPR
+40.5%
+245.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.9% |
| 7D | +5.0% | -2.0% | +6.9% | +5.0% |
| 30D | -3.9% | +139.2% | -143.1% | -4.1% |
| 3M | +13.0% | -66.4% | +79.3% | +13.1% |
| 6M | +25.2% | -63.1% | +88.3% | +25.3% |
| YTD | +22.9% | -67.4% | +90.4% | +23.1% |
| 1Y | +47.8% | +58.2% | -10.4% | +48.3% |
| All | +285.6% | +40.5% | +245.1% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded CAPR 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling