+9,762.4%
TER vs APH
+132,206.3%
-122,443.9%
-97.3%
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 | +5.5% | +0.9% | +4.6% | +5.0% |
| 7D | +0.6% | +5.0% | -4.3% | -2.5% |
| 30D | -8.3% | -3.9% | -4.4% | -6.0% |
| 3M | -12.2% | +13.0% | -25.2% | -16.6% |
| 6M | +17.1% | +25.2% | -8.1% | +3.9% |
| YTD | +84.7% | +22.9% | +61.7% | +63.0% |
| 1Y | +199.9% | +47.8% | +152.1% | +137.4% |
| 3Y | +232.8% | +283.0% | -50.3% | +51.6% |
| 5Y | +198.6% | +349.7% | -151.1% | +27.9% |
| 10Y | +1,669.7% | +1,061.2% | +608.5% | +365.8% |
| All | +9,762.4% | +132,206.3% | -122,443.9% | +420.8% |
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