+5,999.3%
APH vs ET
+1,435.0%
+4,564.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +0.9% | +4.1% | +4.7% |
| 30D | -3.9% | +7.5% | -11.3% | -5.7% |
| 3M | +13.0% | +11.4% | +1.6% | +9.6% |
| 6M | +25.2% | +18.5% | +6.6% | +19.3% |
| YTD | +22.9% | +37.4% | -14.4% | +12.7% |
| 1Y | +47.8% | +30.9% | +16.9% | +37.2% |
| 3Y | +283.0% | +98.7% | +184.3% | +221.1% |
| 5Y | +349.7% | +230.7% | +118.9% | +229.9% |
| 10Y | +1,061.2% | +175.6% | +885.6% | +721.3% |
| All | +5,999.3% | +1,435.0% | +4,564.3% | +1,261.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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