+152,879.9%
APH vs JBL
+42,637.0%
+110,242.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.5% |
| 7D | +5.0% | +3.0% | +1.9% | +4.2% |
| 30D | -3.9% | -8.3% | +4.4% | -1.9% |
| 3M | +13.0% | -16.9% | +29.9% | +18.2% |
| 6M | +25.2% | +21.8% | +3.4% | +18.7% |
| YTD | +22.9% | +36.3% | -13.4% | +13.6% |
| 1Y | +47.8% | +49.5% | -1.7% | +33.3% |
| 3Y | +283.0% | +170.6% | +112.4% | +193.5% |
| 5Y | +349.7% | +408.4% | -58.7% | +195.3% |
| 10Y | +1,061.2% | +1,450.4% | -389.2% | +480.0% |
| All | +152,879.9% | +42,637.0% | +110,242.8% | +55,018.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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