+1,041.3%
APH vs EWJ
+137.9%
+903.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +0.2% | +2.9% | -2.7% | -2.5% |
| 30D | -3.3% | +1.1% | -4.4% | -4.2% |
| 3M | +14.0% | +7.1% | +6.9% | +7.1% |
| 6M | +24.4% | +16.2% | +8.2% | +8.0% |
| YTD | +21.4% | +22.0% | -0.6% | +0.8% |
| 1Y | +48.9% | +26.2% | +22.7% | +19.5% |
| 3Y | +290.1% | +73.5% | +216.6% | +126.1% |
| 5Y | +352.8% | +52.7% | +300.1% | +197.8% |
| 10Y | +1,041.3% | +138.5% | +902.8% | +398.2% |
| All | +1,041.3% | +137.9% | +903.3% | +398.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling