+132,206.3%
APH vs TRMB
+2,030.3%
+130,176.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +5.0% | -2.5% | +7.5% | +5.6% |
| 30D | -3.9% | +1.5% | -5.4% | -4.4% |
| 3M | +13.0% | +6.8% | +6.2% | +10.5% |
| 6M | +25.2% | -14.9% | +40.1% | +29.0% |
| YTD | +22.9% | -24.1% | +47.0% | +29.7% |
| 1Y | +47.8% | -25.4% | +73.2% | +56.5% |
| 3Y | +283.0% | +8.0% | +275.0% | +270.7% |
| 5Y | +349.7% | -37.3% | +387.0% | +387.4% |
| 10Y | +1,061.2% | +116.8% | +944.4% | +856.6% |
| All | +132,206.3% | +2,030.3% | +130,176.0% | +62,674.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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