-26.3%
APH vs FND
-36.4%
+10.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.1% | -47.7% | -47.8% |
| 7D | -48.7% | -5.9% | -42.8% | -48.1% |
| 30D | -51.9% | -19.9% | -32.1% | -49.9% |
| 3M | -43.6% | +2.7% | -46.3% | -44.6% |
| 6M | -37.5% | -21.7% | -15.9% | -36.5% |
| YTD | -38.6% | -17.5% | -21.1% | -37.2% |
| 1Y | -26.3% | -39.3% | +13.0% | -25.8% |
| All | -26.3% | -36.4% | +10.0% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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