+1,055.9%
APH vs FTI
+311.9%
+744.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +5.0% | +5.3% | -0.3% | +3.7% |
| 30D | -3.9% | +15.3% | -19.2% | -7.0% |
| 3M | +13.0% | +15.8% | -2.8% | +8.9% |
| 6M | +25.2% | +22.6% | +2.6% | +18.9% |
| YTD | +22.9% | +79.5% | -56.6% | +7.2% |
| 1Y | +47.8% | +102.0% | -54.2% | +25.5% |
| 3Y | +283.0% | +315.8% | -32.8% | +175.6% |
| 5Y | +349.7% | +1,129.5% | -779.8% | +147.1% |
| All | +1,055.9% | +311.9% | +744.0% | +548.2% |
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