+132,206.3%
APH vs OMC
+4,460.7%
+127,745.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.9% |
| 7D | +5.0% | -6.4% | +11.4% | +7.8% |
| 30D | -3.9% | +1.1% | -5.0% | -4.7% |
| 3M | +13.0% | +10.4% | +2.6% | +6.6% |
| 6M | +25.2% | -1.7% | +26.9% | +23.6% |
| YTD | +22.9% | +4.4% | +18.5% | +16.6% |
| 1Y | +47.8% | +8.4% | +39.4% | +36.6% |
| 3Y | +283.0% | +14.4% | +268.6% | +238.5% |
| 5Y | +349.7% | +33.9% | +315.8% | +263.2% |
| 10Y | +1,061.2% | +34.9% | +1,026.4% | +784.7% |
| All | +132,206.3% | +4,460.7% | +127,745.6% | +31,468.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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