+1,041.3%
APH vs CHD
+124.1%
+917.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.9% |
| 7D | +0.2% | -2.9% | +3.1% | +0.7% |
| 30D | -3.3% | -6.2% | +2.9% | -2.4% |
| 3M | +14.0% | +1.6% | +12.5% | +13.4% |
| 6M | +24.4% | -3.5% | +28.0% | +24.8% |
| YTD | +21.4% | +16.2% | +5.2% | +17.3% |
| 1Y | +48.9% | +3.4% | +45.5% | +47.0% |
| 3Y | +290.1% | +4.6% | +285.5% | +275.9% |
| 5Y | +352.8% | +21.1% | +331.7% | +312.0% |
| 10Y | +1,041.3% | +126.5% | +914.7% | +786.5% |
| All | +1,041.3% | +124.1% | +917.1% | +786.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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