+262.1%
APH vs TD
+129.3%
+132.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.4% |
| 7D | -5.9% | -1.7% | -4.3% | -5.0% |
| 30D | -14.8% | +8.2% | -23.0% | -18.4% |
| 3M | -12.4% | +1.7% | -14.1% | -13.2% |
| 6M | +8.1% | +14.2% | -6.2% | +0.3% |
| YTD | +10.9% | +32.8% | -21.8% | -4.5% |
| 1Y | +8.8% | +55.5% | -46.7% | -12.2% |
| 3Y | +262.1% | +129.6% | +132.4% | +148.9% |
| All | +262.1% | +129.3% | +132.7% | +148.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling