+1,719.1%
APH vs ESI
+224.6%
+1,494.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.1% | -0.1% |
| 7D | +5.0% | +3.3% | +1.6% | +3.8% |
| 30D | -3.9% | -5.9% | +2.0% | -2.1% |
| 3M | +13.0% | -14.1% | +27.1% | +18.3% |
| 6M | +25.2% | +6.6% | +18.6% | +21.9% |
| YTD | +22.9% | +45.0% | -22.1% | +8.8% |
| 1Y | +47.8% | +41.5% | +6.4% | +31.4% |
| 3Y | +283.0% | +78.8% | +204.3% | +215.9% |
| 5Y | +349.7% | +70.9% | +278.8% | +271.9% |
| 10Y | +1,061.2% | +317.1% | +744.2% | +662.1% |
| All | +1,719.1% | +224.6% | +1,494.5% | +1,205.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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