+114,578.9%
APH vs FDX
+5,028.2%
+109,550.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.8% | -5.5% | -7.9% |
| 7D | -12.7% | +2.9% | -15.6% | -13.7% |
| 30D | -19.2% | +9.6% | -28.8% | -22.0% |
| 3M | -16.7% | +2.4% | -19.0% | -17.8% |
| 6M | +5.1% | +9.2% | -4.1% | +1.0% |
| YTD | +6.6% | +37.7% | -31.1% | -6.5% |
| 1Y | +3.9% | +56.1% | -52.2% | -13.1% |
| 3Y | +246.0% | +68.9% | +177.1% | +171.2% |
| 5Y | +268.0% | +79.0% | +189.0% | +173.1% |
| 10Y | +868.2% | +163.9% | +704.3% | +484.3% |
| All | +114,578.9% | +5,028.2% | +109,550.7% | +30,838.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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