+9,155.5%
COST vs APH
+132,206.3%
-123,050.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -3.1% | +5.0% | -8.1% | -4.1% |
| 30D | -2.8% | -3.9% | +1.1% | -2.1% |
| 3M | -5.7% | +13.0% | -18.6% | -8.8% |
| 6M | -8.8% | +25.2% | -33.9% | -14.4% |
| YTD | +6.7% | +22.9% | -16.3% | -0.4% |
| 1Y | -3.6% | +47.8% | -51.5% | -14.0% |
| 3Y | +75.1% | +283.0% | -207.9% | +24.4% |
| 5Y | +108.9% | +349.7% | -240.7% | +43.3% |
| 10Y | +586.2% | +1,061.2% | -475.1% | +282.6% |
| All | +9,155.5% | +132,206.3% | -123,050.7% | +2,572.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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