-26.3%
APH vs CDE
+54.5%
-80.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.2% | -50.0% | -48.2% |
| 7D | -48.7% | -4.4% | -44.3% | -48.4% |
| 30D | -51.9% | +21.9% | -73.8% | -54.3% |
| 3M | -43.6% | +14.9% | -58.5% | -46.1% |
| 6M | -37.5% | -10.5% | -27.0% | -38.1% |
| YTD | -38.6% | +19.3% | -57.9% | -42.9% |
| 1Y | -26.3% | +50.8% | -77.1% | -31.6% |
| All | -26.3% | +54.5% | -80.9% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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