+930.0%
APH vs CB
+250.2%
+679.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.1% |
| 7D | +4.9% | +2.9% | +1.9% | +3.7% |
| 30D | -5.4% | +7.3% | -12.7% | -8.1% |
| 3M | -5.5% | +9.4% | -14.9% | -9.1% |
| 6M | +25.9% | +19.6% | +6.3% | +15.5% |
| YTD | +16.4% | +21.5% | -5.1% | +5.2% |
| 1Y | +16.5% | +28.0% | -11.5% | +2.6% |
| 3Y | +270.9% | +74.9% | +196.0% | +172.8% |
| 5Y | +289.5% | +108.1% | +181.4% | +158.8% |
| All | +930.0% | +250.2% | +679.8% | +429.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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