+90.5%
APH vs FGI
-4.4%
+94.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -47.8% |
| 7D | -48.7% | -1.1% | -47.6% | -48.7% |
| 30D | -51.9% | +65.4% | -117.3% | -52.2% |
| 3M | -43.6% | +23.5% | -67.1% | -43.7% |
| 6M | -37.5% | +60.5% | -98.1% | -38.1% |
| YTD | -38.6% | +30.0% | -68.6% | -39.1% |
| 1Y | -26.3% | +82.1% | -108.4% | -26.9% |
| All | +90.5% | -4.4% | +94.9% | +91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling