+262.1%
APH vs FOXA
+117.4%
+144.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.2% |
| 7D | -5.9% | +5.4% | -11.3% | -6.2% |
| 30D | -14.8% | +6.3% | -21.1% | -15.1% |
| 3M | -12.4% | +8.3% | -20.8% | -13.0% |
| 6M | +8.1% | +7.6% | +0.5% | +6.6% |
| YTD | +10.9% | -7.9% | +18.9% | +13.5% |
| 1Y | +8.8% | +2.4% | +6.4% | +8.6% |
| 3Y | +262.1% | +120.3% | +141.7% | +216.1% |
| All | +262.1% | +117.4% | +144.6% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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