+355.9%
APH vs FN
+289.0%
+66.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.3% | -0.1% |
| 7D | +5.0% | -1.7% | +6.6% | +5.5% |
| 30D | -3.9% | -22.0% | +18.1% | +2.8% |
| 3M | +13.0% | -43.0% | +56.0% | +31.2% |
| 6M | +25.2% | -27.7% | +52.9% | +31.9% |
| YTD | +22.9% | -10.5% | +33.5% | +19.6% |
| 1Y | +47.8% | +12.5% | +35.3% | +32.7% |
| 3Y | +283.0% | +153.8% | +129.2% | +152.5% |
| All | +355.9% | +289.0% | +66.9% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded FN 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling