+262.1%
APH vs FND
-36.7%
+298.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.2% |
| 7D | -5.9% | +7.7% | -13.6% | -7.4% |
| 30D | -14.8% | +11.9% | -26.7% | -17.0% |
| 3M | -12.4% | -14.6% | +2.1% | -9.9% |
| 6M | +8.1% | +0.5% | +7.6% | +6.5% |
| YTD | +10.9% | -15.8% | +26.8% | +12.8% |
| 1Y | +8.8% | -12.9% | +21.7% | +9.7% |
| 3Y | +262.1% | -34.2% | +296.2% | +269.2% |
| All | +262.1% | -36.7% | +298.8% | +269.2% |
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