+127,881.2%
APH vs FISV
+5,242.6%
+122,638.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -5.0% | +8.4% | -13.5% | -7.5% |
| 30D | -8.4% | +38.8% | -47.1% | -17.6% |
| 3M | -4.5% | +21.3% | -25.8% | -10.9% |
| 6M | +25.3% | +14.1% | +11.1% | +17.7% |
| YTD | +18.9% | -5.7% | +24.7% | +17.7% |
| 1Y | +11.9% | -0.8% | +12.7% | +8.8% |
| 3Y | +278.0% | -47.9% | +325.8% | +309.6% |
| 5Y | +306.4% | -36.8% | +343.3% | +309.1% |
| 10Y | +955.2% | +26.9% | +928.3% | +750.1% |
| All | +127,881.2% | +5,242.6% | +122,638.6% | +51,321.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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