+294.9%
APH vs CDW
-2.2%
+297.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.6% |
| 7D | +0.4% | +2.6% | -2.2% | -0.4% |
| 30D | -8.0% | +20.4% | -28.4% | -14.5% |
| 3M | -5.0% | +28.5% | -33.5% | -14.5% |
| 6M | +29.9% | +70.6% | -40.7% | +1.0% |
| YTD | +18.0% | +29.1% | -11.1% | +0.8% |
| 1Y | +11.3% | +23.8% | -12.5% | -2.6% |
| 3Y | +274.9% | -14.5% | +289.4% | +288.8% |
| All | +294.9% | -2.2% | +297.1% | +261.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling