+23,435.4%
APH vs CHRW
+4,173.0%
+19,262.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.5% |
| 7D | +5.0% | -1.4% | +6.4% | +5.5% |
| 30D | -3.9% | -3.5% | -0.4% | -2.9% |
| 3M | +13.0% | -19.4% | +32.4% | +20.2% |
| 6M | +25.2% | -21.4% | +46.5% | +33.4% |
| YTD | +22.9% | -7.1% | +30.1% | +22.3% |
| 1Y | +47.8% | +17.8% | +30.0% | +33.6% |
| 3Y | +283.0% | +78.8% | +204.2% | +186.5% |
| 5Y | +349.7% | +83.5% | +266.1% | +225.7% |
| 10Y | +1,061.2% | +160.2% | +901.0% | +614.1% |
| All | +23,435.4% | +4,173.0% | +19,262.4% | +6,485.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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