+28,911.6%
APH vs TD
+7,879.0%
+21,032.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.6% | -48.4% | -48.1% |
| 7D | -48.7% | +0.4% | -49.2% | -49.0% |
| 30D | -51.9% | +0.4% | -52.3% | -52.1% |
| 3M | -43.6% | +7.6% | -51.2% | -45.8% |
| 6M | -37.5% | +25.0% | -62.5% | -44.3% |
| YTD | -38.6% | +31.0% | -69.6% | -46.5% |
| 1Y | -26.3% | +65.2% | -91.5% | -42.8% |
| 3Y | +89.2% | +122.5% | -33.3% | +24.8% |
| 5Y | +119.8% | +124.8% | -5.0% | +43.3% |
| 10Y | +454.3% | +298.2% | +156.0% | +169.3% |
| All | +28,911.6% | +7,879.0% | +21,032.6% | +7,019.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling