+75,813.6%
APH vs CB
+6,559.4%
+69,254.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.9% | -48.7% | -48.1% |
| 7D | -48.7% | +1.0% | -49.7% | -49.0% |
| 30D | -51.9% | -3.1% | -48.8% | -51.6% |
| 3M | -43.6% | +9.0% | -52.5% | -45.5% |
| 6M | -37.5% | +2.9% | -40.4% | -38.7% |
| YTD | -38.6% | +10.1% | -48.7% | -41.4% |
| 1Y | -26.3% | +22.8% | -49.1% | -32.2% |
| 3Y | +89.2% | +73.8% | +15.4% | +53.8% |
| 5Y | +119.8% | +99.2% | +20.6% | +70.6% |
| 10Y | +454.3% | +218.2% | +236.0% | +266.4% |
| All | +75,813.6% | +6,559.4% | +69,254.2% | +29,135.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling