-26.3%
APH vs CDW
-5.0%
-21.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.5% | -48.3% | -47.8% |
| 7D | -48.7% | +2.3% | -51.0% | -48.7% |
| 30D | -51.9% | +9.3% | -61.2% | -52.1% |
| 3M | -43.6% | +9.8% | -53.4% | -43.6% |
| 6M | -37.5% | +23.3% | -60.9% | -38.7% |
| YTD | -38.6% | +13.7% | -52.3% | -38.1% |
| 1Y | -26.3% | -6.5% | -19.9% | -23.6% |
| All | -26.3% | -5.0% | -21.3% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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