+1,041.3%
APH vs EFX
+40.1%
+1,001.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.8% | -0.2% |
| 7D | +0.2% | -7.8% | +8.0% | +2.8% |
| 30D | -3.3% | -5.7% | +2.4% | -2.0% |
| 3M | +14.0% | +2.5% | +11.5% | +10.8% |
| 6M | +24.4% | -16.7% | +41.1% | +29.7% |
| YTD | +21.4% | -20.2% | +41.6% | +27.3% |
| 1Y | +48.9% | -31.4% | +80.3% | +64.5% |
| 3Y | +290.1% | -10.5% | +300.6% | +275.2% |
| 5Y | +352.8% | -35.2% | +388.0% | +381.3% |
| 10Y | +1,041.3% | +40.2% | +1,001.1% | +796.4% |
| All | +1,041.3% | +40.1% | +1,001.2% | +796.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling