+15,077.3%
LLY vs APH
+132,206.3%
-117,129.0%
-68.3%
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% | -1.7% | -1.0% |
| 7D | -2.1% | +5.0% | -7.1% | -2.9% |
| 30D | -1.6% | -3.9% | +2.3% | -1.1% |
| 3M | +2.3% | +13.0% | -10.7% | -0.4% |
| 6M | +14.9% | +25.2% | -10.3% | +9.6% |
| YTD | +7.5% | +22.9% | -15.5% | +2.0% |
| 1Y | +55.7% | +47.8% | +7.8% | +42.9% |
| 3Y | +110.6% | +283.0% | -172.4% | +63.1% |
| 5Y | +363.4% | +349.7% | +13.8% | +247.2% |
| 10Y | +1,649.0% | +1,061.2% | +587.7% | +1,018.5% |
| All | +15,077.3% | +132,206.3% | -117,129.0% | +6,516.8% |
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