+355.9%
APH vs TD
+124.9%
+231.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.2% | +1.7% |
| 7D | +5.0% | +0.3% | +4.6% | +4.7% |
| 30D | -3.9% | +0.4% | -4.3% | -4.1% |
| 3M | +13.0% | +7.6% | +5.3% | +8.0% |
| 6M | +25.2% | +25.0% | +0.2% | +9.9% |
| YTD | +22.9% | +31.0% | -8.1% | +5.4% |
| 1Y | +47.8% | +65.2% | -17.3% | +12.1% |
| 3Y | +283.0% | +122.5% | +160.5% | +143.4% |
| All | +355.9% | +124.9% | +231.0% | +177.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling