+132,206.3%
APH vs SLB
+616.1%
+131,590.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | +0.8% | +4.1% | +4.5% |
| 30D | -3.9% | +15.8% | -19.7% | -8.2% |
| 3M | +13.0% | -0.3% | +13.3% | +12.1% |
| 6M | +25.2% | +21.3% | +3.8% | +16.8% |
| YTD | +22.9% | +52.3% | -29.4% | +7.0% |
| 1Y | +47.8% | +63.6% | -15.8% | +25.7% |
| 3Y | +283.0% | +3.8% | +279.3% | +263.6% |
| 5Y | +349.7% | +128.6% | +221.0% | +218.0% |
| 10Y | +1,061.2% | -3.1% | +1,064.3% | +858.9% |
| All | +132,206.3% | +616.1% | +131,590.2% | +73,584.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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