+1,059.7%
APH vs FIX
+5,813.3%
-4,753.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.2% |
| 7D | +5.0% | +6.0% | -1.1% | +2.7% |
| 30D | -3.9% | -7.2% | +3.4% | -1.3% |
| 3M | +13.0% | -15.9% | +28.8% | +19.5% |
| 6M | +25.2% | +12.7% | +12.4% | +17.6% |
| YTD | +22.9% | +72.8% | -49.9% | -1.0% |
| 1Y | +47.8% | +122.9% | -75.1% | +7.1% |
| 3Y | +283.0% | +774.3% | -491.3% | +62.3% |
| 5Y | +349.7% | +2,049.5% | -1,699.8% | +36.4% |
| All | +1,059.7% | +5,813.3% | -4,753.5% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded FIX 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling