+132,206.2%
APH vs TGT
+6,171.6%
+126,034.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +0.8% | +4.2% | +4.7% |
| 30D | -3.9% | +12.2% | -16.1% | -7.4% |
| 3M | +13.0% | +33.8% | -20.8% | +2.6% |
| 6M | +25.2% | +39.3% | -14.1% | +12.1% |
| YTD | +22.9% | +72.9% | -49.9% | +2.7% |
| 1Y | +47.8% | +84.6% | -36.7% | +20.5% |
| 3Y | +283.0% | +46.2% | +236.8% | +220.3% |
| 5Y | +349.7% | -21.3% | +371.0% | +344.5% |
| 10Y | +1,061.2% | +213.5% | +847.7% | +602.8% |
| All | +132,206.2% | +6,171.6% | +126,034.6% | +42,234.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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