+132,206.3%
APH vs TAP
+859.6%
+131,346.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +5.0% | -2.3% | +7.3% | +5.3% |
| 30D | -3.9% | -2.1% | -1.7% | -3.7% |
| 3M | +13.0% | +6.6% | +6.4% | +11.2% |
| 6M | +25.2% | -11.5% | +36.6% | +27.0% |
| YTD | +22.9% | -10.3% | +33.2% | +24.1% |
| 1Y | +47.8% | -14.4% | +62.2% | +50.0% |
| 3Y | +283.0% | -28.3% | +311.3% | +296.2% |
| 5Y | +349.7% | +1.7% | +347.9% | +332.7% |
| 10Y | +1,061.2% | -49.2% | +1,110.4% | +1,111.8% |
| All | +132,206.3% | +859.6% | +131,346.7% | +106,701.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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