+20,191.7%
APH vs PWR
+8,583.6%
+11,608.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +5.0% | +3.6% | +1.4% | +3.9% |
| 30D | -3.9% | -8.6% | +4.7% | -1.4% |
| 3M | +13.0% | -13.2% | +26.1% | +17.3% |
| 6M | +25.2% | +9.9% | +15.3% | +20.7% |
| YTD | +22.9% | +48.0% | -25.1% | +9.1% |
| 1Y | +47.8% | +66.2% | -18.3% | +26.8% |
| 3Y | +283.0% | +195.1% | +87.9% | +179.2% |
| 5Y | +349.7% | +442.6% | -92.9% | +175.5% |
| 10Y | +1,061.2% | +2,334.2% | -1,273.0% | +371.7% |
| All | +20,191.7% | +8,583.6% | +11,608.1% | +5,762.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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