+132,206.3%
APH vs PTC
+1,905.6%
+130,300.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.0% | +6.9% | +2.2% |
| 7D | +5.0% | -10.3% | +15.2% | +7.4% |
| 30D | -3.9% | +1.1% | -5.0% | -4.4% |
| 3M | +13.0% | +1.6% | +11.4% | +11.5% |
| 6M | +25.2% | -13.5% | +38.6% | +27.5% |
| YTD | +22.9% | -19.1% | +42.0% | +26.7% |
| 1Y | +47.8% | -33.9% | +81.7% | +59.1% |
| 3Y | +283.0% | -3.9% | +286.9% | +277.8% |
| 5Y | +349.7% | +6.0% | +343.6% | +331.5% |
| 10Y | +1,061.2% | +223.7% | +837.5% | +759.7% |
| All | +132,206.3% | +1,905.6% | +130,300.6% | +45,943.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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