+276.0%
APH vs FRSH
-30.5%
+306.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.0% |
| 7D | +0.4% | -8.9% | +9.3% | +1.4% |
| 30D | -8.0% | -13.2% | +5.2% | -6.6% |
| 3M | -5.0% | +0.9% | -5.9% | -5.5% |
| 6M | +29.9% | +40.3% | -10.4% | +22.3% |
| YTD | +18.0% | -1.4% | +19.4% | +18.0% |
| 1Y | +11.3% | +3.8% | +7.6% | +9.8% |
| All | +276.0% | -30.5% | +306.5% | +292.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling