+282.2%
APH vs FND
-61.6%
+343.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.2% |
| 7D | -5.9% | +7.7% | -13.6% | -7.9% |
| 30D | -14.8% | +11.9% | -26.7% | -17.6% |
| 3M | -12.4% | -14.6% | +2.1% | -9.6% |
| 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% | +9.6% |
| 3Y | +262.1% | -34.2% | +296.2% | +269.5% |
| All | +282.2% | -61.6% | +343.7% | +331.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling