+300.6%
APH vs FRSH
-68.3%
+368.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.0% |
| 7D | +0.4% | -8.9% | +9.3% | +1.7% |
| 30D | -8.0% | -13.2% | +5.2% | -6.2% |
| 3M | -5.0% | +0.9% | -5.9% | -5.7% |
| 6M | +29.9% | +40.3% | -10.4% | +21.3% |
| YTD | +18.0% | -1.4% | +19.4% | +15.9% |
| 1Y | +11.3% | +3.8% | +7.6% | +8.2% |
| 3Y | +274.9% | -30.8% | +305.7% | +281.9% |
| 5Y | +300.6% | -68.5% | +369.1% | +296.9% |
| All | +300.6% | -68.3% | +368.9% | +296.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling