+951.3%
APH vs CHD
+181.4%
+769.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.8% | +6.4% | +7.9% |
| 7D | +1.1% | +0.8% | +0.3% | +0.9% |
| 30D | -7.5% | +13.5% | -20.9% | -9.4% |
| 3M | -4.4% | +8.1% | -12.6% | -5.8% |
| 6M | +26.5% | +19.9% | +6.6% | +22.1% |
| YTD | +20.0% | +34.0% | -14.0% | +13.2% |
| 1Y | +16.9% | +29.8% | -12.9% | +10.7% |
| 3Y | +288.5% | +28.7% | +259.8% | +259.1% |
| 5Y | +310.3% | +31.8% | +278.5% | +270.6% |
| 10Y | +951.3% | +178.2% | +773.1% | +678.7% |
| All | +951.3% | +181.4% | +769.9% | +678.7% |
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