+14,466.0%
APH vs TRI
+561.6%
+13,904.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.3% | +3.3% |
| 7D | +5.0% | -0.5% | +5.5% | +5.0% |
| 30D | -3.9% | +7.9% | -11.7% | -7.9% |
| 3M | +13.0% | +24.1% | -11.1% | -1.8% |
| 6M | +25.2% | +3.8% | +21.3% | +15.9% |
| YTD | +22.9% | -16.9% | +39.8% | +24.6% |
| 1Y | +47.8% | -38.4% | +86.2% | +75.4% |
| 3Y | +283.0% | -12.2% | +295.2% | +263.4% |
| 5Y | +349.7% | -1.8% | +351.4% | +297.6% |
| 10Y | +1,061.2% | +207.6% | +853.6% | +429.4% |
| All | +14,466.0% | +561.6% | +13,904.4% | +3,344.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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