+10,827.1%
APH vs TPR
+7,380.8%
+3,446.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | -2.3% | +7.3% | +5.7% |
| 30D | -3.9% | -23.0% | +19.1% | +3.8% |
| 3M | +13.0% | -12.5% | +25.4% | +16.7% |
| 6M | +25.2% | -21.4% | +46.6% | +33.2% |
| YTD | +22.9% | -3.5% | +26.4% | +21.9% |
| 1Y | +47.8% | +17.4% | +30.5% | +36.7% |
| 3Y | +283.0% | +291.3% | -8.2% | +130.7% |
| 5Y | +349.7% | +241.9% | +107.7% | +172.1% |
| 10Y | +1,061.2% | +322.7% | +738.6% | +463.9% |
| All | +10,827.1% | +7,380.8% | +3,446.4% | +2,244.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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