+1,030.6%
APH vs TDY
+472.2%
+558.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.5% |
| 7D | -2.2% | -1.9% | -0.3% | -1.2% |
| 30D | -4.0% | -12.5% | +8.5% | +3.1% |
| 3M | +7.7% | -0.8% | +8.5% | +8.4% |
| 6M | +17.8% | -9.0% | +26.8% | +24.1% |
| YTD | +19.2% | +16.8% | +2.4% | +10.1% |
| 1Y | +35.7% | +9.5% | +26.2% | +28.9% |
| 3Y | +282.9% | +45.4% | +237.5% | +212.8% |
| 5Y | +345.6% | +37.8% | +307.8% | +269.5% |
| All | +1,030.6% | +472.2% | +558.4% | +432.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 10y: compounded portfolio wealth divided by compounded TDY 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…
10y analysis · Full analysis span regression · 6 months rolling