+132,206.3%
APH vs CHD
+6,192.3%
+126,013.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | -2.7% | +7.6% | +5.7% |
| 30D | -3.9% | -4.6% | +0.7% | -2.8% |
| 3M | +13.0% | +5.0% | +7.9% | +11.0% |
| 6M | +25.2% | -3.2% | +28.4% | +25.5% |
| YTD | +22.9% | +18.6% | +4.3% | +16.7% |
| 1Y | +47.8% | +4.8% | +43.0% | +44.4% |
| 3Y | +283.0% | +6.1% | +276.9% | +266.1% |
| 5Y | +349.7% | +24.0% | +325.7% | +307.7% |
| 10Y | +1,061.2% | +124.5% | +936.8% | +770.8% |
| All | +132,206.3% | +6,192.3% | +126,013.9% | +49,384.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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