+132,206.3%
APH vs CPB
+202.9%
+132,003.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.3% |
| 7D | +5.0% | -8.6% | +13.6% | +6.1% |
| 30D | -3.9% | -7.2% | +3.4% | -3.1% |
| 3M | +13.0% | +0.9% | +12.1% | +12.2% |
| 6M | +25.2% | -11.8% | +37.0% | +26.5% |
| YTD | +22.9% | -19.4% | +42.3% | +25.6% |
| 1Y | +47.8% | -30.4% | +78.2% | +54.0% |
| 3Y | +283.0% | -40.2% | +323.2% | +302.0% |
| 5Y | +349.7% | -39.5% | +389.2% | +367.3% |
| 10Y | +1,061.2% | -47.4% | +1,108.6% | +1,103.9% |
| All | +132,206.3% | +202.9% | +132,003.4% | +109,194.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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