+132,206.3%
APH vs SPGI
+13,776.1%
+118,430.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.5% |
| 7D | +5.0% | +0.1% | +4.8% | +4.9% |
| 30D | -3.9% | +8.4% | -12.3% | -7.5% |
| 3M | +13.0% | +11.8% | +1.1% | +6.1% |
| 6M | +25.2% | +5.7% | +19.4% | +20.1% |
| YTD | +22.9% | -9.7% | +32.6% | +25.0% |
| 1Y | +47.8% | -12.5% | +60.3% | +51.4% |
| 3Y | +283.0% | +21.8% | +261.2% | +236.5% |
| 5Y | +349.7% | +8.2% | +341.5% | +313.1% |
| 10Y | +1,061.2% | +309.5% | +751.7% | +488.4% |
| All | +132,206.3% | +13,776.1% | +118,430.2% | +22,016.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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