+2,295.2%
APH vs PBF
+303.9%
+1,991.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.0% |
| 7D | +5.0% | +4.3% | +0.7% | +4.4% |
| 30D | -3.9% | +22.0% | -25.9% | -6.2% |
| 3M | +13.0% | +74.5% | -61.5% | +5.2% |
| 6M | +25.2% | +67.7% | -42.5% | +15.8% |
| YTD | +22.9% | +179.2% | -156.2% | +5.9% |
| 1Y | +47.8% | +170.0% | -122.2% | +27.2% |
| 3Y | +283.0% | +66.4% | +216.6% | +239.6% |
| 5Y | +349.7% | +764.5% | -414.8% | +202.7% |
| 10Y | +1,061.2% | +358.5% | +702.7% | +624.1% |
| All | +2,295.2% | +303.9% | +1,991.4% | +1,290.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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