+188,183.9%
APH vs SBUX
+43,306.7%
+144,877.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.1% | +1.2% |
| 7D | +5.0% | -3.1% | +8.1% | +5.9% |
| 30D | -3.9% | -0.9% | -3.0% | -3.7% |
| 3M | +13.0% | +11.6% | +1.4% | +9.4% |
| 6M | +25.2% | +8.8% | +16.4% | +21.9% |
| YTD | +22.9% | +26.3% | -3.4% | +14.7% |
| 1Y | +47.8% | +23.1% | +24.7% | +38.4% |
| 3Y | +283.0% | +15.0% | +268.1% | +256.2% |
| 5Y | +349.7% | +0.4% | +349.3% | +330.5% |
| 10Y | +1,061.2% | +130.7% | +930.5% | +791.3% |
| All | +188,183.9% | +43,306.7% | +144,877.1% | +67,456.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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