+10,790.7%
APH vs ILMN
+1,401.8%
+9,388.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.1% |
| 7D | +5.0% | +1.2% | +3.7% | +4.7% |
| 30D | -3.9% | +9.2% | -13.1% | -5.5% |
| 3M | +13.0% | +29.8% | -16.9% | +7.7% |
| 6M | +25.2% | +69.2% | -44.1% | +13.6% |
| YTD | +22.9% | +66.4% | -43.4% | +11.4% |
| 1Y | +47.8% | +123.4% | -75.6% | +26.3% |
| 3Y | +283.0% | +33.2% | +249.9% | +249.3% |
| 5Y | +349.7% | -52.0% | +401.6% | +374.3% |
| 10Y | +1,061.2% | +33.6% | +1,027.6% | +905.4% |
| All | +10,790.7% | +1,401.8% | +9,388.9% | +4,999.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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