+2,663.3%
APH vs EPAM
+751.2%
+1,912.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.2% | +1.3% |
| 7D | +5.0% | +2.0% | +3.0% | +4.5% |
| 30D | -3.9% | +6.5% | -10.4% | -5.5% |
| 3M | +13.0% | +19.9% | -7.0% | +7.4% |
| 6M | +25.2% | -16.9% | +42.1% | +28.0% |
| YTD | +22.9% | -42.9% | +65.8% | +34.5% |
| 1Y | +47.8% | -30.4% | +78.2% | +54.2% |
| 3Y | +283.0% | -54.7% | +337.8% | +324.3% |
| 5Y | +349.7% | -81.8% | +431.5% | +465.5% |
| 10Y | +1,061.2% | +65.5% | +995.8% | +748.5% |
| All | +2,663.3% | +751.2% | +1,912.1% | +1,446.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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