+132,206.2%
APH vs NI
+3,355.4%
+128,850.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +5.0% | +2.0% | +2.9% | +4.1% |
| 30D | -3.9% | -3.5% | -0.3% | -2.5% |
| 3M | +13.0% | -9.1% | +22.1% | +16.9% |
| 6M | +25.2% | -11.8% | +37.0% | +31.0% |
| YTD | +22.9% | +1.1% | +21.8% | +21.9% |
| 1Y | +47.8% | +6.7% | +41.1% | +43.3% |
| 3Y | +283.0% | +71.1% | +211.9% | +203.7% |
| 5Y | +349.7% | +94.3% | +255.4% | +235.9% |
| 10Y | +1,061.2% | +135.8% | +925.5% | +675.2% |
| All | +132,206.2% | +3,355.4% | +128,850.8% | +35,873.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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