+132,206.2%
APH vs CDE
-84.9%
+132,291.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.0% |
| 7D | +5.0% | +0.5% | +4.4% | +4.9% |
| 30D | -3.9% | +21.9% | -25.7% | -5.8% |
| 3M | +13.0% | +14.9% | -2.0% | +11.1% |
| 6M | +25.2% | -10.5% | +35.7% | +25.4% |
| YTD | +22.9% | +19.3% | +3.7% | +19.7% |
| 1Y | +47.8% | +50.8% | -3.0% | +40.5% |
| 3Y | +283.0% | +782.3% | -499.3% | +205.7% |
| 5Y | +349.7% | +191.7% | +158.0% | +280.1% |
| 10Y | +1,061.2% | +57.6% | +1,003.6% | +845.6% |
| All | +132,206.2% | -84.9% | +132,291.2% | +93,017.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling