+132,206.3%
APH vs GEN
+2,209.2%
+129,997.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.3% |
| 7D | +5.0% | -1.2% | +6.2% | +5.1% |
| 30D | -3.9% | +10.1% | -14.0% | -5.8% |
| 3M | +13.0% | +16.1% | -3.1% | +9.2% |
| 6M | +25.2% | +38.9% | -13.7% | +16.0% |
| YTD | +22.9% | +14.4% | +8.5% | +18.0% |
| 1Y | +47.8% | +5.9% | +42.0% | +43.8% |
| 3Y | +283.0% | +58.8% | +224.2% | +242.0% |
| 5Y | +349.7% | +24.7% | +325.0% | +315.0% |
| 10Y | +1,061.2% | +163.1% | +898.2% | +790.7% |
| All | +132,206.3% | +2,209.2% | +129,997.0% | +59,982.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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