+883.4%
APH vs CF
+561.7%
+321.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +4.0% |
| 7D | -5.9% | -3.2% | -2.8% | -5.5% |
| 30D | -14.8% | +4.3% | -19.1% | -15.7% |
| 3M | -12.4% | +2.8% | -15.2% | -13.5% |
| 6M | +8.1% | +0.6% | +7.5% | +6.6% |
| YTD | +10.9% | +56.6% | -45.7% | -3.3% |
| 1Y | +8.8% | +49.6% | -40.8% | -4.3% |
| 3Y | +262.1% | +61.5% | +200.6% | +204.7% |
| 5Y | +283.1% | +124.0% | +159.2% | +176.6% |
| All | +883.4% | +561.7% | +321.7% | +453.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 10y: compounded portfolio wealth divided by compounded CF 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…
10y analysis · Full analysis span regression · 6 months rolling