+16.4%
APH vs FRMI
-93.1%
+109.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -10.6% | +4.4% | -4.8% |
| 7D | -2.4% | -39.7% | +37.3% | +3.7% |
| 30D | -9.5% | -55.2% | +45.7% | -0.7% |
| 3M | -7.6% | -71.2% | +63.5% | +6.2% |
| 6M | +12.4% | -64.1% | +76.5% | +23.4% |
| YTD | +17.5% | -77.2% | +94.8% | +34.0% |
| 1Y | +16.4% | -93.2% | +109.6% | +55.5% |
| All | +16.4% | -93.1% | +109.5% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 1y: compounded portfolio wealth divided by compounded FRMI 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…
1y analysis · Full analysis span regression · 6 months rolling