+17,269.4%
APH vs TDY
+7,574.9%
+9,694.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +11.1% | +9.4% | +1.7% | +7.7% |
| 30D | -7.3% | +5.9% | -13.2% | -8.9% |
| 3M | -6.2% | -5.7% | -0.5% | -3.8% |
| 6M | +24.9% | +2.4% | +22.5% | +24.6% |
| YTD | +18.4% | +26.8% | -8.4% | +9.4% |
| 1Y | +13.0% | +24.7% | -11.7% | +5.0% |
| 3Y | +276.4% | +69.2% | +207.2% | +212.7% |
| 5Y | +296.4% | +45.7% | +250.7% | +245.7% |
| 10Y | +948.3% | +444.2% | +504.1% | +479.2% |
| All | +17,269.4% | +7,574.9% | +9,694.5% | +5,423.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling