+285.6%
APH vs CDNS
+20.2%
+265.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +2.4% |
| 7D | +5.0% | -14.0% | +19.0% | +11.1% |
| 30D | -3.9% | -13.2% | +9.3% | +1.3% |
| 3M | +13.0% | -28.9% | +41.9% | +28.7% |
| 6M | +25.2% | -4.2% | +29.3% | +24.4% |
| YTD | +22.9% | -6.4% | +29.3% | +22.2% |
| 1Y | +47.8% | -16.2% | +64.1% | +54.1% |
| All | +285.6% | +20.2% | +265.4% | +233.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling