+1,059.7%
APH vs ES
+84.4%
+975.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +5.0% | +0.3% | +4.7% | +4.9% |
| 30D | -3.9% | -2.0% | -1.9% | -3.4% |
| 3M | +13.0% | +1.7% | +11.3% | +11.9% |
| 6M | +25.2% | -3.5% | +28.7% | +25.7% |
| YTD | +22.9% | +7.9% | +15.0% | +19.5% |
| 1Y | +47.8% | +17.2% | +30.7% | +39.2% |
| 3Y | +283.0% | +29.3% | +253.7% | +239.8% |
| 5Y | +349.7% | -5.7% | +355.4% | +346.8% |
| All | +1,059.7% | +84.4% | +975.4% | +875.3% |
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 2016-09-04 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling