+357.6%
APH vs FRSH
-70.6%
+428.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.7% | +5.6% | +1.5% |
| 7D | +5.0% | -8.2% | +13.1% | +6.2% |
| 30D | -3.9% | +10.5% | -14.4% | -5.5% |
| 3M | +13.0% | +32.7% | -19.8% | +7.5% |
| 6M | +25.2% | +50.3% | -25.1% | +16.0% |
| YTD | +22.9% | +3.9% | +19.0% | +20.3% |
| 1Y | +47.8% | -2.2% | +50.0% | +45.9% |
| 3Y | +283.0% | -42.9% | +325.9% | +302.3% |
| All | +357.6% | -70.6% | +428.2% | +351.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling