+262.1%
APH vs CHD
+30.6%
+231.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.8% | +5.9% | +3.6% |
| 7D | -5.9% | +2.0% | -7.9% | -5.4% |
| 30D | -14.8% | +13.0% | -27.8% | -12.2% |
| 3M | -12.4% | +6.1% | -18.5% | -10.9% |
| 6M | +8.1% | +15.9% | -7.8% | +12.1% |
| YTD | +10.9% | +31.6% | -20.7% | +18.5% |
| 1Y | +8.8% | +28.5% | -19.7% | +15.8% |
| 3Y | +262.1% | +30.5% | +231.6% | +272.9% |
| All | +262.1% | +30.6% | +231.5% | +272.9% |
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