+951.3%
APH vs TD
+311.5%
+639.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.5% | +6.7% | +7.3% |
| 7D | +1.1% | -0.6% | +1.7% | +1.6% |
| 30D | -7.5% | +7.9% | -15.4% | -11.8% |
| 3M | -4.4% | +3.1% | -7.6% | -6.3% |
| 6M | +26.5% | +17.2% | +9.3% | +14.4% |
| YTD | +20.0% | +34.7% | -14.7% | 0.0% |
| 1Y | +16.9% | +56.9% | -40.0% | -11.2% |
| 3Y | +288.5% | +134.7% | +153.8% | +127.0% |
| 5Y | +310.3% | +104.8% | +205.5% | +158.0% |
| 10Y | +951.3% | +305.8% | +645.5% | +376.5% |
| All | +951.3% | +311.5% | +639.8% | +376.5% |
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