+1,450.1%
DIS vs APH
+132,206.3%
-130,756.1%
-67.9%
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 | -1.7% | +0.9% | -2.6% | -2.0% |
| 7D | -2.6% | +5.0% | -7.5% | -4.0% |
| 30D | +3.5% | -3.9% | +7.4% | +4.4% |
| 3M | +6.8% | +13.0% | -6.2% | +1.8% |
| 6M | +3.0% | +25.2% | -22.2% | -5.4% |
| YTD | -6.7% | +22.9% | -29.7% | -15.0% |
| 1Y | -10.1% | +47.8% | -57.9% | -23.0% |
| 3Y | +33.0% | +283.0% | -250.0% | -15.9% |
| 5Y | -40.0% | +349.7% | -389.6% | -63.7% |
| 10Y | +21.1% | +1,061.2% | -1,040.2% | -43.9% |
| All | +1,450.1% | +132,206.3% | -130,756.1% | +227.1% |
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