+132,206.3%
APH vs LH
+584.7%
+131,621.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.1% |
| 7D | +5.0% | -2.5% | +7.4% | +5.4% |
| 30D | -3.9% | +4.3% | -8.2% | -4.7% |
| 3M | +13.0% | +25.5% | -12.6% | +7.9% |
| 6M | +25.2% | +17.0% | +8.2% | +21.2% |
| YTD | +22.9% | +31.3% | -8.3% | +16.4% |
| 1Y | +47.8% | +20.0% | +27.9% | +42.1% |
| 3Y | +283.0% | +63.9% | +219.2% | +245.2% |
| 5Y | +349.7% | +30.9% | +318.8% | +320.4% |
| 10Y | +1,061.2% | +191.4% | +869.8% | +833.1% |
| All | +132,206.3% | +584.7% | +131,621.5% | +77,731.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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