+50.8%
APH vs TD
+65.2%
-14.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.2% | +2.1% |
| 7D | +5.0% | +0.3% | +4.6% | +4.5% |
| 30D | -3.9% | +0.4% | -4.3% | -4.2% |
| 3M | +13.0% | +7.6% | +5.3% | +3.8% |
| 6M | +25.2% | +25.0% | +0.2% | -2.3% |
| YTD | +22.9% | +31.0% | -8.1% | -7.8% |
| All | +50.8% | +65.2% | -14.5% | +2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling