+1,055.9%
APH vs CDNS
+1,030.1%
+25.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +2.6% |
| 7D | +5.0% | -14.0% | +19.0% | +11.8% |
| 30D | -3.9% | -13.2% | +9.3% | +1.9% |
| 3M | +13.0% | -28.9% | +41.9% | +30.4% |
| 6M | +25.2% | -4.2% | +29.3% | +24.7% |
| YTD | +22.9% | -6.4% | +29.3% | +22.4% |
| 1Y | +47.8% | -16.2% | +64.1% | +54.2% |
| 3Y | +283.0% | +20.2% | +262.8% | +226.8% |
| 5Y | +349.7% | +76.6% | +273.0% | +208.5% |
| All | +1,055.9% | +1,030.1% | +25.8% | +266.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling