+132,206.3%
APH vs KEY
+572.0%
+131,634.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +2.2% | +2.8% | +4.3% |
| 30D | -3.9% | -3.0% | -0.9% | -3.1% |
| 3M | +13.0% | +3.3% | +9.6% | +11.9% |
| 6M | +25.2% | +9.2% | +16.0% | +22.2% |
| YTD | +22.9% | +10.6% | +12.3% | +19.5% |
| 1Y | +47.8% | +20.4% | +27.4% | +40.1% |
| 3Y | +283.0% | +121.8% | +161.2% | +202.9% |
| 5Y | +349.7% | +41.1% | +308.5% | +285.4% |
| 10Y | +1,061.2% | +168.5% | +892.7% | +693.2% |
| All | +132,206.3% | +572.0% | +131,634.3% | +53,047.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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