+355.9%
APH vs USFD
+215.8%
+140.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.0% |
| 7D | +5.0% | -3.0% | +8.0% | +6.2% |
| 30D | -3.9% | +3.5% | -7.4% | -5.3% |
| 3M | +13.0% | +26.6% | -13.6% | +2.0% |
| 6M | +25.2% | +11.7% | +13.4% | +18.7% |
| YTD | +22.9% | +38.1% | -15.2% | +6.2% |
| 1Y | +47.8% | +33.4% | +14.5% | +29.2% |
| 3Y | +283.0% | +155.8% | +127.2% | +155.6% |
| All | +355.9% | +215.8% | +140.1% | +167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded USFD 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling