+16.4%
APH vs CDNS
-0.2%
+16.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.8% | -7.9% | -6.7% |
| 7D | -2.4% | -3.8% | +1.4% | -1.3% |
| 30D | -9.5% | -6.8% | -2.7% | -7.8% |
| 3M | -7.6% | -3.3% | -4.4% | -7.5% |
| 6M | +12.4% | -5.7% | +18.1% | +13.4% |
| YTD | +17.5% | +5.4% | +12.1% | +13.5% |
| 1Y | +16.4% | -1.1% | +17.5% | +16.2% |
| All | +16.4% | -0.2% | +16.6% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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