+24,015.1%
APH vs FE
+561.4%
+23,453.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.1% |
| 7D | +5.0% | +1.9% | +3.0% | +4.3% |
| 30D | -3.9% | -1.2% | -2.7% | -3.5% |
| 3M | +13.0% | +3.5% | +9.5% | +11.2% |
| 6M | +25.2% | -6.1% | +31.2% | +27.3% |
| YTD | +22.9% | +7.6% | +15.3% | +19.5% |
| 1Y | +47.8% | +11.9% | +35.9% | +41.6% |
| 3Y | +283.0% | +48.4% | +234.6% | +226.2% |
| 5Y | +349.7% | +44.8% | +304.9% | +283.3% |
| 10Y | +1,061.2% | +115.9% | +945.3% | +724.6% |
| All | +24,015.1% | +561.4% | +23,453.6% | +15,416.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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