+285.6%
APH vs CDW
-25.3%
+311.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +5.0% | +3.2% | +1.8% | +4.1% |
| 30D | -3.9% | +9.3% | -13.2% | -6.3% |
| 3M | +13.0% | +9.8% | +3.2% | +9.4% |
| 6M | +25.2% | +23.3% | +1.8% | +13.9% |
| YTD | +22.9% | +13.7% | +9.3% | +15.0% |
| 1Y | +47.8% | -6.5% | +54.3% | +52.0% |
| All | +285.6% | -25.3% | +311.0% | +313.3% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling