+132,206.2%
APH vs IP
+233.7%
+131,972.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.1% |
| 7D | +5.0% | -5.3% | +10.2% | +6.8% |
| 30D | -3.9% | -10.9% | +7.0% | -0.3% |
| 3M | +13.0% | +11.2% | +1.8% | +7.7% |
| 6M | +25.2% | -10.2% | +35.4% | +27.4% |
| YTD | +22.9% | -2.0% | +24.9% | +20.6% |
| 1Y | +47.8% | -19.1% | +66.9% | +53.5% |
| 3Y | +283.0% | +20.9% | +262.2% | +234.3% |
| 5Y | +349.7% | -17.8% | +367.5% | +344.0% |
| 10Y | +1,061.2% | +23.5% | +1,037.7% | +858.3% |
| All | +132,206.2% | +233.7% | +131,972.4% | +67,557.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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