+355.9%
APH vs FOXA
+89.1%
+266.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.2% | +1.6% |
| 7D | +5.0% | -4.0% | +8.9% | +5.8% |
| 30D | -3.9% | +12.0% | -15.9% | -6.4% |
| 3M | +13.0% | +0.3% | +12.7% | +12.0% |
| 6M | +25.2% | +12.5% | +12.7% | +19.4% |
| YTD | +22.9% | -9.6% | +32.6% | +25.3% |
| 1Y | +47.8% | +8.6% | +39.3% | +41.1% |
| 3Y | +283.0% | +118.5% | +164.5% | +183.0% |
| All | +355.9% | +89.1% | +266.9% | +249.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling