+4,681.2%
DELL vs APH
+1,111.8%
+3,569.5%
-59.6%
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 | +1.5% | +0.9% | +0.6% | +0.9% |
| 7D | +14.9% | +5.0% | +9.9% | +10.5% |
| 30D | +13.3% | -3.9% | +17.2% | +16.1% |
| 3M | +24.4% | +13.0% | +11.4% | +12.9% |
| 6M | +258.0% | +25.2% | +232.9% | +196.3% |
| YTD | +320.2% | +22.9% | +297.3% | +234.2% |
| 1Y | +319.1% | +47.8% | +271.2% | +182.7% |
| 3Y | +706.5% | +283.0% | +423.5% | +154.4% |
| 5Y | +1,071.9% | +349.7% | +722.3% | +224.3% |
| 10Y | +4,683.5% | +1,061.2% | +3,622.2% | +559.0% |
| All | +4,681.2% | +1,111.8% | +3,569.5% | +536.6% |
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