+24,654.5%
APH vs FDS
+9,502.8%
+15,151.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.7% | -44.1% | -46.5% |
| 7D | -48.7% | -0.5% | -48.3% | -48.1% |
| 30D | -51.9% | +9.0% | -61.0% | -53.0% |
| 3M | -43.6% | +18.9% | -62.4% | -47.4% |
| 6M | -37.5% | +35.1% | -72.7% | -45.2% |
| YTD | -38.6% | +5.5% | -44.1% | -42.1% |
| 1Y | -26.3% | -16.8% | -9.5% | -25.3% |
| 3Y | +89.2% | -28.1% | +117.3% | +100.3% |
| 5Y | +119.8% | -17.4% | +137.2% | +119.9% |
| 10Y | +454.3% | +85.4% | +368.8% | +305.3% |
| All | +24,654.5% | +9,502.8% | +15,151.7% | +6,999.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 all: compounded portfolio wealth divided by compounded FDS 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…
all analysis · Full analysis span regression · 6 months rolling