+349.6%
APH vs FRSH
-72.4%
+422.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.3% |
| 7D | +1.6% | -9.6% | +11.2% | +3.0% |
| 30D | -3.0% | -0.4% | -2.6% | -3.2% |
| 3M | +5.7% | +27.2% | -21.4% | +1.2% |
| 6M | +20.0% | +42.2% | -22.2% | +12.0% |
| YTD | +20.8% | -2.6% | +23.4% | +19.3% |
| 1Y | +40.2% | -10.2% | +50.4% | +40.2% |
| 3Y | +288.1% | -45.5% | +333.6% | +310.3% |
| All | +349.6% | -72.4% | +422.0% | +347.3% |
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