+16.5%
APH vs CG
-25.8%
+42.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -2.0% |
| 7D | +4.9% | +0.2% | +4.7% | +4.8% |
| 30D | -5.4% | +11.2% | -16.6% | -7.7% |
| 3M | -5.5% | -22.1% | +16.6% | +1.0% |
| 6M | +25.9% | -17.9% | +43.8% | +31.9% |
| YTD | +16.4% | -31.3% | +47.7% | +25.5% |
| 1Y | +16.5% | -24.0% | +40.5% | +18.3% |
| All | +16.5% | -25.8% | +42.3% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling