+951.3%
APH vs FTI
+185.2%
+766.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.7% | +7.5% | +8.0% |
| 7D | +1.1% | -4.3% | +5.4% | +2.2% |
| 30D | -7.5% | -8.0% | +0.5% | -5.7% |
| 3M | -4.4% | -8.0% | +3.6% | -2.7% |
| 6M | +26.5% | -8.7% | +35.1% | +28.5% |
| YTD | +20.0% | +43.9% | -23.8% | +10.1% |
| 1Y | +16.9% | +49.8% | -32.9% | +6.2% |
| 3Y | +288.5% | +211.7% | +76.8% | +198.9% |
| 5Y | +310.3% | +781.6% | -471.3% | +144.4% |
| 10Y | +951.3% | +180.2% | +771.1% | +553.1% |
| All | +951.3% | +185.2% | +766.1% | +553.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 10y: compounded portfolio wealth divided by compounded FTI 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…
10y analysis · Full analysis span regression · 6 months rolling