+35.7%
APH vs CDE
+40.3%
-4.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -0.7% |
| 7D | -2.2% | -6.1% | +3.8% | -0.9% |
| 30D | -4.0% | +9.5% | -13.5% | -6.2% |
| 3M | +7.7% | +32.0% | -24.3% | 0.0% |
| 6M | +17.8% | -12.8% | +30.6% | +17.9% |
| YTD | +19.2% | +14.2% | +5.0% | +12.0% |
| 1Y | +35.7% | +36.3% | -0.6% | +24.0% |
| All | +35.7% | +40.3% | -4.6% | +24.0% |
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