+1,041.3%
APH vs ROK
+342.8%
+698.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -0.7% |
| 7D | +0.2% | +2.8% | -2.6% | -1.2% |
| 30D | -3.3% | -2.4% | -0.9% | -2.2% |
| 3M | +14.0% | -4.7% | +18.7% | +16.4% |
| 6M | +24.4% | +16.8% | +7.7% | +14.3% |
| YTD | +21.4% | +11.4% | +10.1% | +13.8% |
| 1Y | +48.9% | +26.2% | +22.8% | +31.1% |
| 3Y | +290.1% | +51.9% | +238.3% | +201.6% |
| 5Y | +352.8% | +46.4% | +306.4% | +246.8% |
| 10Y | +1,041.3% | +343.5% | +697.7% | +439.5% |
| All | +1,041.3% | +342.8% | +698.5% | +439.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling