+851.6%
APH vs FND
+68.8%
+782.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | +0.4% | -4.4% | +4.8% | +1.6% |
| 30D | -8.0% | +14.5% | -22.5% | -11.5% |
| 3M | -5.0% | -15.6% | +10.6% | -1.7% |
| 6M | +29.9% | +4.7% | +25.2% | +26.1% |
| YTD | +18.0% | -16.1% | +34.1% | +20.2% |
| 1Y | +11.3% | -16.0% | +27.3% | +13.2% |
| 3Y | +274.9% | -35.5% | +310.4% | +289.6% |
| 5Y | +300.6% | -60.5% | +361.1% | +351.1% |
| All | +851.6% | +68.8% | +782.8% | +675.3% |
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