+163,077.8%
APH vs CB
+6,559.4%
+156,518.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.4% |
| 7D | +5.0% | +0.5% | +4.5% | +4.8% |
| 30D | -3.9% | -3.1% | -0.8% | -3.0% |
| 3M | +13.0% | +9.0% | +4.0% | +9.3% |
| 6M | +25.2% | +2.9% | +22.3% | +23.0% |
| YTD | +22.9% | +10.1% | +12.8% | +17.7% |
| 1Y | +47.8% | +22.8% | +25.0% | +36.5% |
| 3Y | +283.0% | +73.8% | +209.2% | +212.1% |
| 5Y | +349.7% | +99.2% | +250.5% | +249.8% |
| 10Y | +1,061.2% | +218.2% | +843.0% | +669.5% |
| All | +163,077.8% | +6,559.4% | +156,518.4% | +62,893.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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