+1,059.7%
APH vs URI
+1,179.9%
-120.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.3% |
| 7D | +5.0% | -2.0% | +6.9% | +5.6% |
| 30D | -3.9% | -12.9% | +9.1% | +0.9% |
| 3M | +13.0% | -6.7% | +19.7% | +15.5% |
| 6M | +25.2% | +19.0% | +6.2% | +16.1% |
| YTD | +22.9% | +25.5% | -2.6% | +10.5% |
| 1Y | +47.8% | +5.5% | +42.3% | +40.9% |
| 3Y | +283.0% | +111.3% | +171.7% | +177.1% |
| 5Y | +349.7% | +198.6% | +151.1% | +178.5% |
| All | +1,059.7% | +1,179.9% | -120.2% | +359.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded URI 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling