+83,581.2%
APH vs SUI
+4,037.5%
+79,543.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.0% | -2.8% | +7.8% | +6.1% |
| 30D | -3.9% | -1.2% | -2.7% | -3.5% |
| 3M | +13.0% | -1.7% | +14.7% | +13.0% |
| 6M | +25.2% | -10.5% | +35.6% | +29.8% |
| YTD | +22.9% | -1.8% | +24.8% | +22.9% |
| 1Y | +47.8% | -4.1% | +51.9% | +48.7% |
| 3Y | +283.0% | +11.3% | +271.8% | +252.0% |
| 5Y | +349.7% | -32.1% | +381.8% | +398.6% |
| 10Y | +1,061.2% | +110.4% | +950.8% | +685.0% |
| All | +83,581.2% | +4,037.5% | +79,543.7% | +22,333.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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