+126,856.8%
APH vs FISV
+5,291.6%
+121,565.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | +0.4% | +3.0% | -2.6% | -0.5% |
| 30D | -8.0% | +38.8% | -46.7% | -17.2% |
| 3M | -5.0% | +21.2% | -26.2% | -11.4% |
| 6M | +29.9% | +17.5% | +12.4% | +21.0% |
| YTD | +18.0% | -4.9% | +22.8% | +16.4% |
| 1Y | +11.3% | -0.6% | +11.9% | +8.1% |
| 3Y | +274.9% | -47.4% | +322.3% | +305.2% |
| 5Y | +300.6% | -36.0% | +336.6% | +301.7% |
| 10Y | +944.2% | +27.1% | +917.1% | +740.8% |
| All | +126,856.8% | +5,291.6% | +121,565.2% | +50,767.5% |
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