+282.2%
APH vs CDW
-10.5%
+292.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.9% | +5.0% | +4.4% |
| 7D | -5.9% | +2.1% | -8.0% | -7.0% |
| 30D | -14.8% | +14.7% | -29.6% | -19.7% |
| 3M | -12.4% | +11.1% | -23.5% | -17.0% |
| 6M | +8.1% | +45.6% | -37.5% | -10.6% |
| YTD | +10.9% | +17.1% | -6.2% | -2.0% |
| 1Y | +8.8% | +13.2% | -4.4% | -2.0% |
| 3Y | +262.1% | -22.2% | +284.3% | +287.6% |
| All | +282.2% | -10.5% | +292.6% | +256.4% |
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