+61,451.9%
APH vs CDNS
+5,887.0%
+55,564.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -13.6% | -34.2% | -44.0% |
| 7D | -48.7% | -15.8% | -32.9% | -44.6% |
| 30D | -51.9% | -13.2% | -38.8% | -48.5% |
| 3M | -43.6% | -28.9% | -14.7% | -36.3% |
| 6M | -37.5% | -4.2% | -33.4% | -35.4% |
| YTD | -38.6% | -6.4% | -32.3% | -36.5% |
| 1Y | -26.3% | -16.2% | -10.1% | -21.6% |
| 3Y | +89.2% | +20.2% | +69.0% | +81.1% |
| 5Y | +119.8% | +76.6% | +43.2% | +88.0% |
| 10Y | +454.3% | +1,029.7% | -575.4% | +194.0% |
| All | +61,451.9% | +5,887.0% | +55,564.9% | +19,824.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling