+355.9%
APH vs TSN
-22.4%
+378.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +0.9% |
| 7D | +5.0% | -6.3% | +11.3% | +5.6% |
| 30D | -3.9% | -10.8% | +6.9% | -2.7% |
| 3M | +13.0% | -8.8% | +21.7% | +13.7% |
| 6M | +25.2% | -16.8% | +42.0% | +27.4% |
| YTD | +22.9% | -10.0% | +32.9% | +23.5% |
| 1Y | +47.8% | -5.3% | +53.1% | +47.1% |
| 3Y | +283.0% | +8.5% | +274.5% | +260.3% |
| All | +355.9% | -22.4% | +378.3% | +389.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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