+132,206.3%
APH vs FITB
+1,542.6%
+130,663.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +5.0% | +0.6% | +4.4% | +4.8% |
| 30D | -3.9% | -4.7% | +0.9% | -2.9% |
| 3M | +13.0% | +6.7% | +6.3% | +11.2% |
| 6M | +25.2% | +12.6% | +12.6% | +21.7% |
| YTD | +22.9% | +19.1% | +3.8% | +17.9% |
| 1Y | +47.8% | +22.6% | +25.2% | +40.5% |
| 3Y | +283.0% | +127.1% | +155.9% | +215.8% |
| 5Y | +349.7% | +71.8% | +277.8% | +288.7% |
| 10Y | +1,061.2% | +287.2% | +774.0% | +716.8% |
| All | +132,206.3% | +1,542.6% | +130,663.7% | +61,047.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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