+309.8%
APH vs IOT
+61.4%
+248.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.9% | +0.4% |
| 7D | +5.0% | -2.3% | +7.3% | +5.2% |
| 30D | -3.9% | +3.8% | -7.7% | -4.5% |
| 3M | +13.0% | +14.2% | -1.2% | +10.1% |
| 6M | +25.2% | +40.1% | -15.0% | +16.9% |
| YTD | +22.9% | +13.4% | +9.5% | +18.2% |
| 1Y | +47.8% | +12.2% | +35.7% | +41.2% |
| 3Y | +283.0% | +30.0% | +253.0% | +248.7% |
| All | +309.8% | +61.4% | +248.4% | +233.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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