+6,617.6%
APH vs EXPE
+851.4%
+5,766.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +1.3% |
| 7D | +5.0% | -9.5% | +14.5% | +7.8% |
| 30D | -3.9% | -6.6% | +2.8% | -2.4% |
| 3M | +13.0% | +31.4% | -18.4% | +3.2% |
| 6M | +25.2% | +35.2% | -10.0% | +12.9% |
| YTD | +22.9% | +5.8% | +17.1% | +17.6% |
| 1Y | +47.8% | +38.7% | +9.2% | +29.4% |
| 3Y | +283.0% | +175.8% | +107.2% | +163.3% |
| 5Y | +349.7% | +111.8% | +237.8% | +217.1% |
| 10Y | +1,061.2% | +179.7% | +881.5% | +578.6% |
| All | +6,617.6% | +851.4% | +5,766.2% | +1,666.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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