+132,206.3%
APH vs FHN
+1,038.7%
+131,167.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +5.0% | +1.2% | +3.8% | +4.6% |
| 30D | -3.9% | -4.7% | +0.8% | -2.7% |
| 3M | +13.0% | +3.5% | +9.4% | +11.8% |
| 6M | +25.2% | +7.8% | +17.3% | +22.6% |
| YTD | +22.9% | +5.9% | +17.1% | +20.9% |
| 1Y | +47.8% | +12.5% | +35.4% | +42.6% |
| 3Y | +283.0% | +117.2% | +165.8% | +206.9% |
| 5Y | +349.7% | +86.5% | +263.1% | +254.2% |
| 10Y | +1,061.2% | +125.7% | +935.5% | +710.7% |
| All | +132,206.3% | +1,038.7% | +131,167.5% | +53,196.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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