+974.7%
F vs APH
+132,206.3%
-131,231.6%
-95.5%
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% | +1.2% |
| 7D | +5.3% | +5.0% | +0.4% | +3.6% |
| 30D | +4.6% | -3.9% | +8.5% | +5.8% |
| 3M | -3.7% | +13.0% | -16.6% | -8.6% |
| 6M | +16.8% | +25.2% | -8.3% | +6.5% |
| YTD | +15.3% | +22.9% | -7.6% | +4.5% |
| 1Y | +31.0% | +47.8% | -16.8% | +10.4% |
| 3Y | +45.4% | +283.0% | -237.6% | -14.3% |
| 5Y | +54.7% | +349.7% | -295.0% | -12.4% |
| 10Y | +98.2% | +1,061.2% | -963.0% | -16.2% |
| All | +974.7% | +132,206.3% | -131,231.6% | +92.2% |
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