+290.1%
APH vs CDE
+819.3%
-529.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.8% |
| 7D | +0.2% | +2.3% | -2.1% | -0.2% |
| 30D | -3.3% | +18.8% | -22.1% | -6.4% |
| 3M | +14.0% | +23.5% | -9.4% | +9.0% |
| 6M | +24.4% | -8.6% | +33.1% | +23.9% |
| YTD | +21.4% | +16.0% | +5.4% | +15.9% |
| 1Y | +48.9% | +42.1% | +6.9% | +36.9% |
| 3Y | +290.1% | +835.9% | -545.8% | +181.3% |
| All | +290.1% | +819.3% | -529.1% | +181.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling