+132,206.2%
APH vs SCHW
+19,713.4%
+112,492.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +5.0% | -0.8% | +5.7% | +5.2% |
| 30D | -3.9% | +1.5% | -5.3% | -4.4% |
| 3M | +13.0% | +24.6% | -11.6% | +5.7% |
| 6M | +25.2% | +14.5% | +10.6% | +19.5% |
| YTD | +22.9% | +10.5% | +12.5% | +18.4% |
| 1Y | +47.8% | +13.4% | +34.5% | +41.2% |
| 3Y | +283.0% | +88.3% | +194.8% | +214.5% |
| 5Y | +349.7% | +62.1% | +287.6% | +274.1% |
| 10Y | +1,061.2% | +297.3% | +764.0% | +625.9% |
| All | +132,206.2% | +19,713.4% | +112,492.8% | +30,911.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 all: compounded portfolio wealth divided by compounded SCHW 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…
all analysis · Full analysis span regression · 6 months rolling