+262.1%
APH vs CDW
-21.8%
+283.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.9% | +5.0% | +4.3% |
| 7D | -5.9% | +2.1% | -8.0% | -6.5% |
| 30D | -14.8% | +14.7% | -29.6% | -17.9% |
| 3M | -12.4% | +11.1% | -23.5% | -15.2% |
| 6M | +8.1% | +45.6% | -37.5% | -4.8% |
| YTD | +10.9% | +17.1% | -6.2% | +2.8% |
| 1Y | +8.8% | +13.2% | -4.4% | +2.6% |
| 3Y | +262.1% | -22.2% | +284.3% | +281.2% |
| All | +262.1% | -21.8% | +283.8% | +281.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling