+132,206.3%
APH vs ETR
+3,175.6%
+129,030.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.0% |
| 7D | +5.0% | +1.4% | +3.5% | +4.5% |
| 30D | -3.9% | +1.0% | -4.9% | -4.2% |
| 3M | +13.0% | -1.3% | +14.2% | +13.1% |
| 6M | +25.2% | +1.9% | +23.3% | +23.8% |
| YTD | +22.9% | +18.2% | +4.8% | +16.3% |
| 1Y | +47.8% | +24.7% | +23.2% | +37.4% |
| 3Y | +283.0% | +150.7% | +132.3% | +182.4% |
| 5Y | +349.7% | +127.0% | +222.6% | +239.3% |
| 10Y | +1,061.2% | +295.5% | +765.8% | +634.9% |
| All | +132,206.3% | +3,175.6% | +129,030.7% | +70,669.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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