+132,206.3%
APH vs COP
+4,086.5%
+128,119.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.2% |
| 7D | +5.0% | +3.0% | +2.0% | +4.0% |
| 30D | -3.9% | +17.5% | -21.4% | -8.5% |
| 3M | +13.0% | +13.4% | -0.4% | +8.2% |
| 6M | +25.2% | +17.7% | +7.4% | +17.5% |
| YTD | +22.9% | +46.6% | -23.6% | +7.3% |
| 1Y | +47.8% | +44.6% | +3.2% | +29.2% |
| 3Y | +283.0% | +20.7% | +262.3% | +247.1% |
| 5Y | +349.7% | +185.0% | +164.6% | +198.2% |
| 10Y | +1,061.2% | +347.0% | +714.2% | +499.8% |
| All | +132,206.3% | +4,086.5% | +128,119.8% | +45,610.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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