+352.5%
APH vs CDE
+198.6%
+153.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.2% | -0.8% |
| 7D | +1.6% | -2.0% | +3.6% | +1.9% |
| 30D | -3.0% | +15.7% | -18.7% | -5.3% |
| 3M | +5.7% | +30.5% | -24.8% | +0.9% |
| 6M | +20.0% | -7.4% | +27.4% | +19.4% |
| YTD | +20.8% | +17.9% | +2.9% | +15.7% |
| 1Y | +40.2% | +46.7% | -6.5% | +29.6% |
| 3Y | +288.1% | +851.3% | -563.2% | +176.9% |
| 5Y | +352.5% | +202.9% | +149.6% | +247.3% |
| All | +352.5% | +198.6% | +153.9% | +247.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling