+132,206.3%
APH vs PPL
+1,577.8%
+130,628.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | +2.7% | +2.3% | +4.0% |
| 30D | -3.9% | +0.5% | -4.3% | -4.1% |
| 3M | +13.0% | +0.7% | +12.3% | +12.3% |
| 6M | +25.2% | -7.6% | +32.7% | +28.1% |
| YTD | +22.9% | +1.8% | +21.1% | +21.6% |
| 1Y | +47.8% | -0.8% | +48.6% | +47.3% |
| 3Y | +283.0% | +56.9% | +226.1% | +219.1% |
| 5Y | +349.7% | +39.5% | +310.1% | +289.3% |
| 10Y | +1,061.2% | +55.4% | +1,005.8% | +843.0% |
| All | +132,206.3% | +1,577.8% | +130,628.5% | +76,567.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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