+9,769.7%
APH vs CRL
+1,379.5%
+8,390.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +1.4% |
| 7D | +5.0% | -1.0% | +6.0% | +5.2% |
| 30D | -3.9% | +10.7% | -14.5% | -6.9% |
| 3M | +13.0% | +55.3% | -42.3% | -1.9% |
| 6M | +25.2% | +60.7% | -35.5% | +6.5% |
| YTD | +22.9% | +44.6% | -21.7% | +7.5% |
| 1Y | +47.8% | +77.7% | -29.9% | +20.3% |
| 3Y | +283.0% | +37.6% | +245.4% | +218.2% |
| 5Y | +349.7% | -35.8% | +385.5% | +361.3% |
| 10Y | +1,061.2% | +241.7% | +819.5% | +578.7% |
| All | +9,769.7% | +1,379.5% | +8,390.2% | +4,048.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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