+31,280.4%
APH vs CLS
+3,265.4%
+28,015.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | +5.0% | +4.6% | +0.4% | +3.4% |
| 30D | -3.9% | -13.9% | +10.0% | -0.3% |
| 3M | +13.0% | -26.6% | +39.5% | +21.4% |
| 6M | +25.2% | +15.4% | +9.7% | +15.4% |
| YTD | +22.9% | +5.7% | +17.3% | +15.5% |
| 1Y | +47.8% | +41.1% | +6.7% | +25.0% |
| 3Y | +283.0% | +1,228.6% | -945.6% | +52.8% |
| 5Y | +349.7% | +3,240.6% | -2,891.0% | +31.8% |
| 10Y | +1,061.2% | +2,760.3% | -1,699.1% | +223.9% |
| All | +31,280.4% | +3,265.4% | +28,015.1% | +7,594.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 CLS 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