+1,041.3%
APH vs CAH
+292.2%
+749.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.5% |
| 7D | +0.2% | +0.5% | -0.3% | +0.1% |
| 30D | -3.3% | +1.7% | -5.1% | -3.8% |
| 3M | +14.0% | +17.9% | -3.8% | +8.7% |
| 6M | +24.4% | +10.9% | +13.5% | +20.4% |
| YTD | +21.4% | +17.9% | +3.6% | +15.4% |
| 1Y | +48.9% | +61.7% | -12.8% | +28.8% |
| 3Y | +290.1% | +183.7% | +106.4% | +182.6% |
| 5Y | +352.8% | +401.3% | -48.5% | +171.5% |
| 10Y | +1,041.3% | +293.7% | +747.6% | +569.7% |
| All | +1,041.3% | +292.2% | +749.0% | +569.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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