+132,206.3%
APH vs PSA
+15,193.7%
+117,012.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.3% |
| 7D | +5.0% | -3.7% | +8.6% | +6.3% |
| 30D | -3.9% | -7.7% | +3.9% | -1.2% |
| 3M | +13.0% | -0.6% | +13.6% | +12.5% |
| 6M | +25.2% | -0.9% | +26.1% | +24.8% |
| YTD | +22.9% | +18.7% | +4.3% | +14.7% |
| 1Y | +47.8% | +7.6% | +40.2% | +42.3% |
| 3Y | +283.0% | +23.7% | +259.4% | +243.0% |
| 5Y | +349.7% | +13.7% | +336.0% | +311.1% |
| 10Y | +1,061.2% | +98.9% | +962.4% | +740.3% |
| All | +132,206.3% | +15,193.7% | +117,012.5% | +37,341.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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