+1,212.4%
APH vs Z
+25.1%
+1,187.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.2% |
| 7D | +5.0% | -3.0% | +8.0% | +5.5% |
| 30D | -3.9% | -4.2% | +0.3% | -3.5% |
| 3M | +13.0% | -3.7% | +16.7% | +12.8% |
| 6M | +25.2% | -24.5% | +49.7% | +30.2% |
| YTD | +22.9% | -49.3% | +72.2% | +37.1% |
| 1Y | +47.8% | -58.7% | +106.5% | +70.3% |
| 3Y | +283.0% | -34.1% | +317.2% | +292.7% |
| 5Y | +349.7% | -64.5% | +414.2% | +385.3% |
| 10Y | +1,061.2% | -0.5% | +1,061.7% | +842.8% |
| All | +1,212.4% | +25.1% | +1,187.3% | +922.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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