+277.4%
APH vs FTI
+205.9%
+71.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | +11.1% | +5.4% | +5.7% | +9.0% |
| 30D | -7.3% | -8.2% | +0.9% | -4.4% |
| 3M | -6.2% | -13.7% | +7.5% | -1.1% |
| 6M | +24.9% | -11.2% | +36.1% | +29.5% |
| YTD | +18.4% | +46.0% | -27.6% | +0.9% |
| 1Y | +13.0% | +51.8% | -38.8% | -5.4% |
| All | +277.4% | +205.9% | +71.6% | +155.9% |
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