+130,576.0%
APH vs CGNX
+4,563.9%
+126,012.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.2% | +3.6% | -3.4% | -0.6% |
| 30D | -3.3% | -6.8% | +3.5% | -1.7% |
| 3M | +14.0% | -0.1% | +14.2% | +13.9% |
| 6M | +24.4% | +26.2% | -1.8% | +17.3% |
| YTD | +21.4% | +73.7% | -52.3% | +4.2% |
| 1Y | +48.9% | +40.4% | +8.5% | +33.7% |
| 3Y | +290.1% | +46.1% | +244.0% | +238.5% |
| 5Y | +352.8% | -25.6% | +378.4% | +352.1% |
| 10Y | +1,041.3% | +171.3% | +869.9% | +721.7% |
| All | +130,576.0% | +4,563.9% | +126,012.1% | +55,855.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 all: compounded portfolio wealth divided by compounded CGNX 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…
all analysis · Full analysis span regression · 6 months rolling