+146,029.3%
APH vs MS
+6,088.6%
+139,940.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +1.4% | +3.6% | +4.5% |
| 30D | -3.9% | -0.3% | -3.6% | -3.8% |
| 3M | +13.0% | +0.3% | +12.7% | +12.7% |
| 6M | +25.2% | +31.3% | -6.2% | +14.3% |
| YTD | +22.9% | +24.7% | -1.7% | +14.1% |
| 1Y | +47.8% | +47.9% | -0.1% | +29.9% |
| 3Y | +283.0% | +178.3% | +104.7% | +173.3% |
| 5Y | +349.7% | +144.9% | +204.8% | +231.8% |
| 10Y | +1,061.2% | +804.5% | +256.7% | +458.7% |
| All | +146,029.3% | +6,088.6% | +139,940.7% | +33,004.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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