+4,683.5%
APH vs SPXU
-100.0%
+4,783.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +1.4% |
| 7D | +5.0% | -0.1% | +5.1% | +4.9% |
| 30D | -3.9% | +0.8% | -4.7% | -3.5% |
| 3M | +13.0% | -4.7% | +17.7% | +12.4% |
| 6M | +25.2% | -29.6% | +54.8% | +12.2% |
| YTD | +22.9% | -29.9% | +52.8% | +11.0% |
| 1Y | +47.8% | -39.1% | +86.9% | +28.1% |
| 3Y | +283.0% | -80.0% | +363.0% | +148.2% |
| 5Y | +349.7% | -86.0% | +435.7% | +203.1% |
| 10Y | +1,061.2% | -99.5% | +1,160.8% | +217.0% |
| All | +4,683.5% | -100.0% | +4,783.5% | +273.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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