+876.3%
APH vs PENG
+762.7%
+113.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.6% | -0.4% |
| 7D | +5.0% | +4.5% | +0.4% | +4.0% |
| 30D | -3.9% | -7.1% | +3.2% | -2.7% |
| 3M | +13.0% | -27.3% | +40.2% | +17.3% |
| 6M | +25.2% | +169.6% | -144.4% | -1.6% |
| YTD | +22.9% | +164.6% | -141.7% | -3.3% |
| 1Y | +47.8% | +109.5% | -61.6% | +20.8% |
| 3Y | +283.0% | +98.9% | +184.1% | +194.9% |
| 5Y | +349.7% | +116.3% | +233.4% | +229.3% |
| All | +876.3% | +762.7% | +113.6% | +502.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PENG.
Daily Out/Under-Performance
Portfolio return minus PENG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PENG 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 PENG 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