+955.2%
APH vs TTD
+545.2%
+410.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.3% | -4.2% | -1.4% |
| 7D | -5.0% | +19.9% | -24.9% | -7.5% |
| 30D | -8.4% | +27.6% | -36.0% | -11.7% |
| 3M | -4.5% | +15.2% | -19.7% | -7.0% |
| 6M | +25.3% | -33.2% | +58.5% | +30.8% |
| YTD | +18.9% | -59.4% | +78.3% | +32.6% |
| 1Y | +11.9% | -64.4% | +76.3% | +27.2% |
| 3Y | +278.0% | -75.9% | +353.9% | +331.2% |
| 5Y | +306.4% | -82.6% | +389.0% | +355.5% |
| 10Y | +955.2% | +558.1% | +397.0% | +719.5% |
| All | +955.2% | +545.2% | +410.0% | +719.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TTD.
Daily Out/Under-Performance
Portfolio return minus TTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TTD 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 TTD 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