+132,206.3%
APH vs ES
+1,030.5%
+131,175.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +5.0% | +0.3% | +4.7% | +4.9% |
| 30D | -3.9% | -2.0% | -1.9% | -3.3% |
| 3M | +13.0% | +1.7% | +11.3% | +11.8% |
| 6M | +25.2% | -3.5% | +28.7% | +25.8% |
| YTD | +22.9% | +7.9% | +15.0% | +19.1% |
| 1Y | +47.8% | +17.2% | +30.7% | +38.3% |
| 3Y | +283.0% | +29.3% | +253.7% | +236.6% |
| 5Y | +349.7% | -5.7% | +355.4% | +338.4% |
| 10Y | +1,061.2% | +85.2% | +976.0% | +770.5% |
| All | +132,206.3% | +1,030.5% | +131,175.8% | +62,399.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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