+310.3%
APH vs CDW
-5.0%
+315.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.8% | +3.4% | +6.5% |
| 7D | +1.1% | +9.3% | -8.2% | -2.4% |
| 30D | -7.5% | +15.8% | -23.3% | -12.9% |
| 3M | -4.4% | +21.8% | -26.2% | -12.3% |
| 6M | +26.5% | +58.8% | -32.3% | +1.1% |
| YTD | +20.0% | +22.8% | -2.7% | +4.4% |
| 1Y | +16.9% | +17.9% | -1.0% | +4.0% |
| 3Y | +288.5% | -17.4% | +305.9% | +306.2% |
| 5Y | +310.3% | -5.7% | +316.0% | +278.4% |
| All | +310.3% | -5.0% | +315.3% | +278.4% |
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