+56,822.7%
APH vs HIG
+1,002.1%
+55,820.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.1% |
| 7D | +5.0% | +0.3% | +4.6% | +4.9% |
| 30D | -3.9% | -3.2% | -0.7% | -3.3% |
| 3M | +13.0% | +9.1% | +3.8% | +10.6% |
| 6M | +25.2% | -1.8% | +26.9% | +25.1% |
| YTD | +22.9% | +1.8% | +21.2% | +21.7% |
| 1Y | +47.8% | +4.6% | +43.3% | +45.3% |
| 3Y | +283.0% | +101.6% | +181.4% | +226.5% |
| 5Y | +349.7% | +124.5% | +225.2% | +274.6% |
| 10Y | +1,061.2% | +317.8% | +743.4% | +732.8% |
| All | +56,822.7% | +1,002.1% | +55,820.6% | +29,711.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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