+8.1%
APH vs CAG
+11.1%
-3.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.7% | +5.9% | +3.0% |
| 7D | -5.9% | +5.8% | -11.8% | -2.1% |
| 30D | -14.8% | +16.4% | -31.2% | -6.2% |
| 3M | -12.4% | +3.8% | -16.2% | -8.4% |
| 6M | +8.1% | +10.8% | -2.8% | +21.7% |
| All | +8.1% | +11.1% | -3.0% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 6mo: compounded portfolio wealth divided by compounded CAG 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…
6mo analysis · Full analysis span regression · 6 months rolling