+951.3%
APH vs CDNS
+1,242.4%
-291.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.2% | +3.0% | +5.8% |
| 7D | +1.1% | +2.1% | -1.0% | +0.3% |
| 30D | -7.5% | -4.6% | -2.9% | -5.3% |
| 3M | -4.4% | -0.8% | -3.6% | -4.4% |
| 6M | +26.5% | -7.2% | +33.7% | +29.2% |
| YTD | +20.0% | +7.7% | +12.4% | +12.5% |
| 1Y | +16.9% | +3.5% | +13.3% | +11.4% |
| 3Y | +288.5% | +31.2% | +257.3% | +220.1% |
| 5Y | +310.3% | +84.5% | +225.8% | +177.4% |
| 10Y | +951.3% | +1,242.9% | -291.6% | +213.3% |
| All | +951.3% | +1,242.4% | -291.1% | +213.3% |
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