+16.4%
APH vs FRSH
+21.1%
-4.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.3% | +0.1% | -6.8% |
| 7D | -2.4% | -13.8% | +11.4% | -4.1% |
| 30D | -9.5% | +0.3% | -9.8% | -9.3% |
| 3M | -7.6% | +10.1% | -17.8% | -6.0% |
| 6M | +12.4% | +47.7% | -35.3% | +17.6% |
| YTD | +17.5% | +8.2% | +9.3% | +19.5% |
| 1Y | +16.4% | +21.4% | -5.0% | +14.4% |
| All | +16.4% | +21.1% | -4.7% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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