+4,236.4%
APH vs LULU
+725.5%
+3,510.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -1.9% |
| 7D | +0.2% | -12.6% | +12.8% | +3.1% |
| 30D | -3.3% | -19.7% | +16.4% | +1.3% |
| 3M | +14.0% | -12.2% | +26.3% | +16.2% |
| 6M | +24.4% | -39.3% | +63.8% | +38.9% |
| YTD | +21.4% | -50.3% | +71.8% | +42.2% |
| 1Y | +48.9% | -38.6% | +87.6% | +63.7% |
| 3Y | +290.1% | -74.0% | +364.1% | +413.7% |
| 5Y | +352.8% | -72.9% | +425.7% | +472.9% |
| 10Y | +1,041.3% | +56.2% | +985.1% | +779.6% |
| All | +4,236.4% | +725.5% | +3,510.8% | +1,457.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 2026-09-08: compounded portfolio wealth divided by compounded LULU 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling