+132,206.3%
APH vs COO
+5,988.7%
+126,217.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.0% |
| 7D | +5.0% | -2.2% | +7.2% | +5.2% |
| 30D | -3.9% | -7.0% | +3.1% | -3.3% |
| 3M | +13.0% | +12.2% | +0.8% | +11.6% |
| 6M | +25.2% | -15.1% | +40.3% | +26.8% |
| YTD | +22.9% | -15.1% | +38.0% | +24.5% |
| 1Y | +47.8% | +2.3% | +45.5% | +47.0% |
| 3Y | +283.0% | -23.7% | +306.7% | +288.7% |
| 5Y | +349.7% | -38.9% | +388.6% | +364.4% |
| 10Y | +1,061.2% | +49.9% | +1,011.3% | +1,020.3% |
| All | +132,206.3% | +5,988.7% | +126,217.5% | +113,956.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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