+32,159.3%
APH vs FFIV
+7,518.9%
+24,640.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +5.0% | -1.0% | +5.9% | +5.1% |
| 30D | -3.9% | -5.1% | +1.2% | -2.8% |
| 3M | +13.0% | -4.5% | +17.4% | +13.9% |
| 6M | +25.2% | +36.5% | -11.3% | +16.2% |
| YTD | +22.9% | +53.0% | -30.0% | +10.7% |
| 1Y | +47.8% | +24.2% | +23.6% | +38.7% |
| 3Y | +283.0% | +137.2% | +145.8% | +211.6% |
| 5Y | +349.7% | +91.8% | +257.9% | +280.9% |
| 10Y | +1,061.2% | +215.2% | +846.1% | +777.1% |
| All | +32,159.3% | +7,518.9% | +24,640.4% | +11,851.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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