+270.9%
APH vs CDNS
+23.9%
+246.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -0.4% |
| 7D | +4.9% | +1.0% | +3.9% | +4.5% |
| 30D | -5.4% | -2.0% | -3.4% | -4.4% |
| 3M | -5.5% | -0.2% | -5.2% | -5.6% |
| 6M | +25.9% | -8.9% | +34.8% | +29.5% |
| YTD | +16.4% | +3.3% | +13.0% | +11.4% |
| 1Y | +16.5% | +2.2% | +14.3% | +12.1% |
| 3Y | +270.9% | +22.4% | +248.5% | +221.1% |
| All | +270.9% | +23.9% | +246.9% | +221.1% |
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 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