+3.9%
APH vs CB
+31.4%
-27.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.6% | -9.9% |
| 7D | -12.7% | +2.6% | -15.3% | -10.7% |
| 30D | -19.2% | +11.2% | -30.4% | -11.2% |
| 3M | -16.7% | +5.7% | -22.4% | -12.1% |
| 6M | +5.1% | +15.9% | -10.8% | +21.1% |
| YTD | +6.6% | +20.2% | -13.6% | +33.0% |
| 1Y | +3.9% | +32.4% | -28.5% | +42.1% |
| All | +3.9% | +31.4% | -27.5% | +42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling