+355.9%
APH vs FND
-60.2%
+416.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | +0.4% |
| 7D | +5.0% | -5.2% | +10.2% | +6.3% |
| 30D | -3.9% | -19.9% | +16.0% | +1.4% |
| 3M | +13.0% | +2.7% | +10.3% | +10.9% |
| 6M | +25.2% | -21.7% | +46.8% | +31.2% |
| YTD | +22.9% | -17.5% | +40.4% | +26.6% |
| 1Y | +47.8% | -39.3% | +87.1% | +63.9% |
| 3Y | +283.0% | -49.8% | +332.8% | +326.0% |
| All | +355.9% | -60.2% | +416.1% | +393.2% |
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 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