+1,041.3%
APH vs TD
+295.4%
+745.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.7% |
| 7D | +0.2% | +0.9% | -0.6% | -0.4% |
| 30D | -3.3% | -0.7% | -2.7% | -2.9% |
| 3M | +14.0% | +6.3% | +7.8% | +9.6% |
| 6M | +24.4% | +27.9% | -3.5% | +6.9% |
| YTD | +21.4% | +29.8% | -8.4% | +3.6% |
| 1Y | +48.9% | +63.7% | -14.7% | +10.4% |
| 3Y | +290.1% | +128.3% | +161.8% | +131.7% |
| 5Y | +352.8% | +125.5% | +227.3% | +167.3% |
| 10Y | +1,041.3% | +296.7% | +744.6% | +401.4% |
| All | +1,041.3% | +295.4% | +745.9% | +401.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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