+12.2%
APH vs CDW
+20.4%
-8.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -1.0% |
| 7D | -5.0% | +13.1% | -18.1% | -5.0% |
| 30D | -8.4% | +19.1% | -27.5% | -8.5% |
| 3M | -4.5% | +24.7% | -29.2% | -4.6% |
| 6M | +25.3% | +63.4% | -38.1% | +25.4% |
| YTD | +18.9% | +26.3% | -7.4% | +23.3% |
| All | +12.2% | +20.4% | -8.2% | +21.3% |
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 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