+132,206.3%
APH vs UNP
+7,027.1%
+125,179.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | -5.3% | +10.3% | +7.4% |
| 30D | -3.9% | -1.5% | -2.3% | -3.3% |
| 3M | +13.0% | +10.3% | +2.7% | +7.6% |
| 6M | +25.2% | +9.7% | +15.5% | +19.0% |
| YTD | +22.9% | +27.1% | -4.2% | +9.3% |
| 1Y | +47.8% | +32.6% | +15.3% | +28.5% |
| 3Y | +283.0% | +40.0% | +243.0% | +220.7% |
| 5Y | +349.7% | +50.8% | +298.8% | +261.2% |
| 10Y | +1,061.2% | +278.6% | +782.6% | +516.9% |
| All | +132,206.3% | +7,027.1% | +125,179.2% | +26,774.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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