+132,206.3%
APH vs PCAR
+12,549.8%
+119,656.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | -0.5% | +5.5% | +5.1% |
| 30D | -3.9% | -6.2% | +2.4% | -1.5% |
| 3M | +13.0% | +5.9% | +7.1% | +10.3% |
| 6M | +25.2% | +0.4% | +24.8% | +24.7% |
| YTD | +22.9% | +14.8% | +8.1% | +16.3% |
| 1Y | +47.8% | +30.1% | +17.7% | +33.0% |
| 3Y | +283.0% | +66.7% | +216.4% | +209.5% |
| 5Y | +349.7% | +166.1% | +183.5% | +203.9% |
| 10Y | +1,061.2% | +353.7% | +707.6% | +538.4% |
| All | +132,206.3% | +12,549.8% | +119,656.4% | +36,745.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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