+132,206.3%
APH vs FISV
+4,371.9%
+127,834.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | +5.0% | -0.3% | +5.3% | +5.0% |
| 30D | -3.9% | -2.1% | -1.8% | -3.6% |
| 3M | +13.0% | -5.7% | +18.7% | +13.6% |
| 6M | +25.2% | -15.3% | +40.5% | +29.7% |
| YTD | +22.9% | -21.1% | +44.0% | +29.4% |
| 1Y | +47.8% | -61.1% | +108.9% | +83.1% |
| 3Y | +283.0% | -56.8% | +339.9% | +343.0% |
| 5Y | +349.7% | -54.2% | +403.8% | +403.8% |
| 10Y | +1,061.2% | +1.6% | +1,059.6% | +908.4% |
| All | +132,206.3% | +4,371.9% | +127,834.4% | +56,443.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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