+14,213.9%
APH vs ELV
+2,444.2%
+11,769.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.6% | +1.4% |
| 7D | +5.0% | +3.3% | +1.6% | +3.9% |
| 30D | -3.9% | +4.2% | -8.0% | -5.2% |
| 3M | +13.0% | -0.1% | +13.0% | +12.2% |
| 6M | +25.2% | +41.3% | -16.1% | +11.1% |
| YTD | +22.9% | +17.4% | +5.5% | +14.3% |
| 1Y | +47.8% | +35.1% | +12.8% | +30.7% |
| 3Y | +283.0% | -3.2% | +286.3% | +264.1% |
| 5Y | +349.7% | +15.6% | +334.0% | +293.5% |
| 10Y | +1,061.2% | +276.8% | +784.5% | +540.0% |
| All | +14,213.9% | +2,444.2% | +11,769.7% | +4,672.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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