+8.8%
APH vs FIG
-58.9%
+67.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.1% | +4.2% |
| 7D | -5.9% | -13.1% | +7.2% | -6.4% |
| 30D | -14.8% | -13.0% | -1.8% | -15.1% |
| 3M | -12.4% | -21.5% | +9.1% | -13.0% |
| 6M | +8.1% | -2.5% | +10.6% | +8.8% |
| YTD | +10.9% | -49.7% | +60.6% | +24.2% |
| 1Y | +8.8% | -59.1% | +67.9% | +33.5% |
| All | +8.8% | -58.9% | +67.7% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 1y: compounded portfolio wealth divided by compounded FIG 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…
1y analysis · Full analysis span regression · 6 months rolling