+59,739.9%
APH vs TD
+8,109.5%
+51,630.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | +0.4% | -3.1% | +3.4% | +2.2% |
| 30D | -8.0% | +6.7% | -14.7% | -11.0% |
| 3M | -5.0% | +3.1% | -8.1% | -6.5% |
| 6M | +29.9% | +17.6% | +12.3% | +19.5% |
| YTD | +18.0% | +34.8% | -16.8% | +1.6% |
| 1Y | +11.3% | +55.6% | -44.3% | -10.8% |
| 3Y | +274.9% | +133.1% | +141.8% | +142.1% |
| 5Y | +300.6% | +104.7% | +195.9% | +174.1% |
| 10Y | +944.2% | +303.6% | +640.7% | +404.8% |
| All | +59,739.9% | +8,109.5% | +51,630.4% | +14,397.6% |
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