+132,206.3%
APH vs SHW
+13,841.1%
+118,365.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.7% |
| 7D | +5.0% | -3.2% | +8.2% | +6.3% |
| 30D | -3.9% | -9.5% | +5.6% | -0.1% |
| 3M | +13.0% | +11.5% | +1.5% | +7.2% |
| 6M | +25.2% | -3.5% | +28.7% | +25.8% |
| YTD | +22.9% | +3.7% | +19.2% | +19.7% |
| 1Y | +47.8% | -7.9% | +55.7% | +50.2% |
| 3Y | +283.0% | +24.7% | +258.3% | +241.6% |
| 5Y | +349.7% | +13.6% | +336.1% | +307.9% |
| 10Y | +1,061.2% | +283.0% | +778.3% | +548.1% |
| All | +132,206.3% | +13,841.1% | +118,365.1% | +23,988.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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