+883.4%
APH vs FTI
+184.4%
+699.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.1% | +1.0% | +3.4% |
| 7D | -5.9% | -7.6% | +1.7% | -4.1% |
| 30D | -14.8% | -7.1% | -7.7% | -13.3% |
| 3M | -12.4% | -8.7% | -3.7% | -10.7% |
| 6M | +8.1% | -14.0% | +22.0% | +11.3% |
| YTD | +10.9% | +42.8% | -31.9% | +1.9% |
| 1Y | +8.8% | +50.4% | -41.6% | -1.3% |
| 3Y | +262.1% | +194.1% | +67.9% | +181.7% |
| 5Y | +283.1% | +775.2% | -492.1% | +128.6% |
| All | +883.4% | +184.4% | +699.0% | +512.2% |
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