+285.6%
APH vs FND
-49.4%
+335.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | +0.5% |
| 7D | +5.0% | -5.2% | +10.2% | +6.0% |
| 30D | -3.9% | -19.9% | +16.0% | +0.5% |
| 3M | +13.0% | +2.7% | +10.3% | +11.2% |
| 6M | +25.2% | -21.7% | +46.8% | +29.7% |
| YTD | +22.9% | -17.5% | +40.4% | +25.8% |
| 1Y | +47.8% | -39.3% | +87.1% | +60.1% |
| All | +285.6% | -49.4% | +335.1% | +310.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling