+132,206.3%
APH vs USB
+6,437.0%
+125,769.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +0.9% |
| 7D | +5.0% | +1.4% | +3.5% | +4.4% |
| 30D | -3.9% | -1.3% | -2.6% | -3.5% |
| 3M | +13.0% | +15.2% | -2.3% | +7.5% |
| 6M | +25.2% | +18.8% | +6.3% | +17.8% |
| YTD | +22.9% | +21.0% | +1.9% | +14.9% |
| 1Y | +47.8% | +34.0% | +13.8% | +33.4% |
| 3Y | +283.0% | +95.3% | +187.7% | +201.0% |
| 5Y | +349.7% | +40.4% | +309.3% | +285.4% |
| 10Y | +1,061.2% | +107.3% | +953.9% | +754.2% |
| All | +132,206.3% | +6,437.0% | +125,769.2% | +59,660.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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