+262.1%
APH vs FTI
+191.5%
+70.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.1% | +1.0% | +3.0% |
| 7D | -5.9% | -7.6% | +1.7% | -3.1% |
| 30D | -14.8% | -7.1% | -7.7% | -12.5% |
| 3M | -12.4% | -8.7% | -3.7% | -9.6% |
| 6M | +8.1% | -14.0% | +22.0% | +13.4% |
| YTD | +10.9% | +42.8% | -31.9% | -4.6% |
| 1Y | +8.8% | +50.4% | -41.6% | -8.5% |
| 3Y | +262.1% | +194.1% | +67.9% | +148.8% |
| All | +262.1% | +191.5% | +70.6% | +148.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling