+75,796.7%
APH vs FLEX
+7,523.3%
+68,273.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.4% |
| 7D | +5.0% | -0.9% | +5.9% | +5.2% |
| 30D | -3.9% | -10.1% | +6.3% | -1.0% |
| 3M | +13.0% | -31.3% | +44.3% | +24.4% |
| 6M | +25.2% | +71.3% | -46.1% | +3.3% |
| YTD | +22.9% | +81.2% | -58.3% | -0.1% |
| 1Y | +47.8% | +98.5% | -50.7% | +16.8% |
| 3Y | +283.0% | +428.2% | -145.2% | +126.8% |
| 5Y | +349.7% | +657.3% | -307.6% | +138.6% |
| 10Y | +1,061.2% | +995.9% | +65.3% | +413.2% |
| All | +75,796.7% | +7,523.3% | +68,273.4% | +22,344.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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