+132,206.3%
APH vs NOC
+10,149.4%
+122,056.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.7% |
| 7D | +5.0% | -5.2% | +10.1% | +6.7% |
| 30D | -3.9% | -7.2% | +3.3% | -1.8% |
| 3M | +13.0% | -5.1% | +18.1% | +14.1% |
| 6M | +25.2% | -31.1% | +56.2% | +39.7% |
| YTD | +22.9% | -8.6% | +31.5% | +24.5% |
| 1Y | +47.8% | -9.7% | +57.6% | +49.9% |
| 3Y | +283.0% | +24.3% | +258.7% | +238.8% |
| 5Y | +349.7% | +52.6% | +297.0% | +260.1% |
| 10Y | +1,061.2% | +183.6% | +877.6% | +627.8% |
| All | +132,206.3% | +10,149.4% | +122,056.8% | +30,688.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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