+13.0%
APH vs CDE
-6.7%
+19.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.2% | +1.6% |
| 7D | +11.1% | -2.3% | +13.4% | +11.7% |
| 30D | -7.3% | -12.1% | +4.8% | -4.6% |
| 3M | -6.2% | -23.9% | +17.8% | -0.7% |
| 6M | +24.9% | -29.0% | +53.9% | +32.5% |
| YTD | +18.4% | -19.7% | +38.1% | +16.4% |
| 1Y | +13.0% | -8.4% | +21.4% | +6.0% |
| All | +13.0% | -6.7% | +19.7% | +6.0% |
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