+944.2%
APH vs TD
+301.7%
+642.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | +0.4% | -3.1% | +3.4% | +2.6% |
| 30D | -8.0% | +6.7% | -14.7% | -11.6% |
| 3M | -5.0% | +3.1% | -8.1% | -6.9% |
| 6M | +29.9% | +17.6% | +12.3% | +17.3% |
| YTD | +18.0% | +34.8% | -16.8% | -1.8% |
| 1Y | +11.3% | +55.6% | -44.3% | -15.1% |
| 3Y | +274.9% | +133.1% | +141.8% | +119.7% |
| 5Y | +300.6% | +104.7% | +195.9% | +151.8% |
| All | +944.2% | +301.7% | +642.5% | +351.5% |
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