+11,762.2%
JPM vs APH
+132,206.3%
-120,444.0%
-74.0%
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 | -0.9% | +0.9% | -1.8% | -1.2% |
| 7D | +0.3% | +5.0% | -4.7% | -1.4% |
| 30D | -0.2% | -3.9% | +3.7% | +1.0% |
| 3M | +15.9% | +13.0% | +2.9% | +9.7% |
| 6M | +20.9% | +25.2% | -4.2% | +9.5% |
| YTD | +12.9% | +22.9% | -10.1% | +1.3% |
| 1Y | +20.3% | +47.8% | -27.5% | +0.4% |
| 3Y | +160.9% | +283.0% | -122.1% | +51.1% |
| 5Y | +154.8% | +349.7% | -194.8% | +38.6% |
| 10Y | +591.1% | +1,061.2% | -470.1% | +174.9% |
| All | +11,762.2% | +132,206.3% | -120,444.0% | +1,925.5% |
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