+48,130.1%
APH vs EWJ
+156.6%
+47,973.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.6% |
| 7D | +5.0% | +2.5% | +2.4% | +3.3% |
| 30D | -3.9% | +3.3% | -7.2% | -5.8% |
| 3M | +13.0% | +5.0% | +8.0% | +9.9% |
| 6M | +25.2% | +11.5% | +13.6% | +17.1% |
| YTD | +22.9% | +22.4% | +0.6% | +8.8% |
| 1Y | +47.8% | +30.2% | +17.6% | +25.7% |
| 3Y | +283.0% | +72.8% | +210.2% | +172.8% |
| 5Y | +349.7% | +54.1% | +295.5% | +244.3% |
| 10Y | +1,061.2% | +140.6% | +920.6% | +596.8% |
| All | +48,130.1% | +156.6% | +47,973.5% | +28,169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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