+270.9%
APH vs CHD
+31.2%
+239.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.2% | -1.4% |
| 7D | +4.9% | +3.6% | +1.2% | +5.8% |
| 30D | -5.4% | +10.4% | -15.8% | -2.9% |
| 3M | -5.5% | +12.2% | -17.6% | -2.5% |
| 6M | +25.9% | +19.9% | +6.0% | +32.0% |
| YTD | +16.4% | +36.4% | -20.1% | +25.4% |
| 1Y | +16.5% | +35.1% | -18.6% | +25.5% |
| 3Y | +270.9% | +29.2% | +241.7% | +285.5% |
| All | +270.9% | +31.2% | +239.6% | +285.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling