+132,206.3%
APH vs FICO
+63,856.2%
+68,350.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -16.7% | +17.5% | +4.6% |
| 7D | +5.0% | -19.2% | +24.1% | +9.5% |
| 30D | -3.9% | -14.6% | +10.7% | -1.2% |
| 3M | +13.0% | -20.1% | +33.1% | +16.3% |
| 6M | +25.2% | -36.3% | +61.5% | +33.9% |
| YTD | +22.9% | -44.9% | +67.8% | +35.2% |
| 1Y | +47.8% | -38.6% | +86.5% | +56.9% |
| 3Y | +283.0% | +4.0% | +279.0% | +250.8% |
| 5Y | +349.7% | +99.5% | +250.1% | +245.7% |
| 10Y | +1,061.2% | +604.7% | +456.6% | +565.5% |
| All | +132,206.3% | +63,856.2% | +68,350.1% | +40,365.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 FICO 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