+132,206.3%
APH vs EFX
+6,294.6%
+125,911.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.4% | +7.2% | +3.1% |
| 7D | +5.0% | -8.6% | +13.6% | +8.2% |
| 30D | -3.9% | +0.1% | -4.0% | -4.5% |
| 3M | +13.0% | +3.8% | +9.1% | +9.2% |
| 6M | +25.2% | -13.5% | +38.7% | +28.7% |
| YTD | +22.9% | -17.7% | +40.6% | +27.3% |
| 1Y | +47.8% | -25.6% | +73.4% | +57.8% |
| 3Y | +283.0% | -12.1% | +295.1% | +273.9% |
| 5Y | +349.7% | -33.8% | +383.5% | +378.5% |
| 10Y | +1,061.2% | +45.1% | +1,016.1% | +780.4% |
| All | +132,206.3% | +6,294.6% | +125,911.7% | +40,938.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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