+2,450.6%
APH vs PSX
+1,139.4%
+1,311.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | +4.5% | +0.4% | +3.7% |
| 30D | -3.9% | +26.6% | -30.5% | -10.1% |
| 3M | +13.0% | +39.3% | -26.3% | +2.5% |
| 6M | +25.2% | +56.8% | -31.7% | +8.8% |
| YTD | +22.9% | +101.8% | -78.9% | -1.6% |
| 1Y | +47.8% | +99.6% | -51.8% | +18.3% |
| 3Y | +283.0% | +140.3% | +142.7% | +182.2% |
| 5Y | +349.7% | +339.3% | +10.3% | +161.9% |
| 10Y | +1,061.2% | +369.9% | +691.4% | +508.3% |
| All | +2,450.6% | +1,139.4% | +1,311.1% | +933.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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