+262.1%
APH vs FTV
+33.2%
+228.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.2% | +4.1% |
| 7D | -5.9% | +0.2% | -6.2% | -5.9% |
| 30D | -14.8% | +15.7% | -30.5% | -19.4% |
| 3M | -12.4% | +7.5% | -19.9% | -14.8% |
| 6M | +8.1% | +8.5% | -0.4% | +4.0% |
| YTD | +10.9% | +18.8% | -7.8% | +1.2% |
| 1Y | +8.8% | +28.5% | -19.8% | -5.7% |
| 3Y | +262.1% | +34.0% | +228.1% | +202.4% |
| All | +262.1% | +33.2% | +228.9% | +202.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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