+1,059.7%
APH vs USB
+107.5%
+952.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | +5.0% | +1.4% | +3.5% | +4.2% |
| 30D | -3.9% | -1.3% | -2.6% | -3.4% |
| 3M | +13.0% | +15.2% | -2.3% | +5.7% |
| 6M | +25.2% | +18.8% | +6.3% | +15.4% |
| YTD | +22.9% | +21.0% | +1.9% | +12.3% |
| 1Y | +47.8% | +34.0% | +13.8% | +28.8% |
| 3Y | +283.0% | +95.3% | +187.7% | +175.9% |
| 5Y | +349.7% | +40.4% | +309.3% | +266.6% |
| All | +1,059.7% | +107.5% | +952.2% | +622.7% |
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 2016-09-04 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling