+1,059.7%
APH vs FE
+115.1%
+944.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | +5.0% | +1.9% | +3.0% | +4.4% |
| 30D | -3.9% | -1.2% | -2.7% | -3.6% |
| 3M | +13.0% | +3.5% | +9.5% | +11.4% |
| 6M | +25.2% | -6.1% | +31.2% | +27.1% |
| YTD | +22.9% | +7.6% | +15.3% | +19.9% |
| 1Y | +47.8% | +11.9% | +35.9% | +42.3% |
| 3Y | +283.0% | +48.4% | +234.6% | +229.6% |
| 5Y | +349.7% | +44.8% | +304.9% | +287.3% |
| All | +1,059.7% | +115.1% | +944.6% | +854.7% |
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 2016-09-04 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling