+8.8%
APH vs FND
-16.0%
+24.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.2% |
| 7D | -5.9% | +7.7% | -13.6% | -7.2% |
| 30D | -14.8% | +11.9% | -26.7% | -16.7% |
| 3M | -12.4% | -14.6% | +2.1% | -9.1% |
| 6M | +8.1% | +0.5% | +7.6% | +6.0% |
| YTD | +10.9% | -15.8% | +26.8% | +13.0% |
| 1Y | +8.8% | -12.9% | +21.7% | +11.1% |
| All | +8.8% | -16.0% | +24.8% | +11.1% |
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