+28.1%
APD vs FRSH
-72.5%
+100.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -3.3% | -6.6% | +3.3% | -2.7% |
| 30D | -4.2% | +2.1% | -6.3% | -4.4% |
| 3M | +5.4% | +29.0% | -23.5% | +3.0% |
| 6M | +6.3% | +48.6% | -42.4% | +2.1% |
| YTD | +20.3% | -2.9% | +23.3% | +20.0% |
| 1Y | +1.6% | -7.9% | +9.5% | +1.7% |
| 3Y | +4.0% | -46.5% | +50.5% | +8.0% |
| All | +28.1% | -72.5% | +100.6% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded FRSH 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling