+57,155.7%
APH vs NTAP
+23,420.6%
+33,735.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +5.0% | -0.8% | +5.7% | +5.1% |
| 30D | -3.9% | -0.5% | -3.3% | -3.9% |
| 3M | +13.0% | +4.1% | +8.9% | +11.5% |
| 6M | +25.2% | +88.0% | -62.8% | +6.7% |
| YTD | +22.9% | +75.6% | -52.6% | +6.1% |
| 1Y | +47.8% | +58.9% | -11.1% | +30.5% |
| 3Y | +283.0% | +153.6% | +129.4% | +201.4% |
| 5Y | +349.7% | +127.6% | +222.0% | +261.2% |
| 10Y | +1,061.2% | +580.4% | +480.9% | +613.0% |
| All | +57,155.7% | +23,420.6% | +33,735.0% | +18,371.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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