+868.4%
APH vs FND
+76.3%
+792.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.1% | +4.1% | +7.2% |
| 7D | +1.1% | +8.5% | -7.4% | -1.2% |
| 30D | -7.5% | +17.2% | -24.7% | -11.6% |
| 3M | -4.4% | -14.9% | +10.5% | -1.3% |
| 6M | +26.5% | +3.1% | +23.4% | +23.3% |
| YTD | +20.0% | -12.4% | +32.5% | +21.1% |
| 1Y | +16.9% | -10.0% | +26.9% | +16.8% |
| 3Y | +288.5% | -31.3% | +319.8% | +297.4% |
| 5Y | +310.3% | -60.3% | +370.6% | +361.5% |
| All | +868.4% | +76.3% | +792.1% | +680.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling