+162.2%
APD vs FND
+57.3%
+104.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | -4.6% | -0.8% | -3.8% | -4.5% |
| 30D | -4.2% | -19.6% | +15.4% | -0.4% |
| 3M | +5.0% | -4.3% | +9.3% | +5.0% |
| 6M | +8.9% | -20.4% | +29.4% | +12.0% |
| YTD | +21.9% | -21.9% | +43.8% | +25.3% |
| 1Y | +5.6% | -45.2% | +50.8% | +16.0% |
| 3Y | +6.9% | -49.2% | +56.1% | +15.6% |
| 5Y | +25.3% | -61.8% | +87.2% | +37.2% |
| All | +162.2% | +57.3% | +104.9% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling