+48.9%
APH vs CDNS
-19.7%
+68.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.6% |
| 7D | +0.2% | -9.2% | +9.5% | +2.4% |
| 30D | -3.3% | -16.3% | +12.9% | +0.4% |
| 3M | +14.0% | -27.9% | +42.0% | +22.7% |
| 6M | +24.4% | -4.3% | +28.8% | +24.6% |
| YTD | +21.4% | -9.1% | +30.5% | +22.2% |
| 1Y | +48.9% | -21.2% | +70.2% | +55.1% |
| All | +48.9% | -19.7% | +68.6% | +55.1% |
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