+951.3%
APH vs CHRW
+131.6%
+819.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.9% | +5.3% | +7.4% |
| 7D | +1.1% | +0.2% | +0.9% | +1.2% |
| 30D | -7.5% | -9.4% | +1.9% | -5.4% |
| 3M | -4.4% | -13.3% | +8.8% | -1.7% |
| 6M | +26.5% | -24.2% | +50.6% | +33.6% |
| YTD | +20.0% | -18.9% | +38.9% | +22.6% |
| 1Y | +16.9% | -12.4% | +29.2% | +16.6% |
| 3Y | +288.5% | +72.2% | +216.3% | +196.0% |
| 5Y | +310.3% | +53.4% | +256.9% | +218.8% |
| 10Y | +951.3% | +127.0% | +824.3% | +611.6% |
| All | +951.3% | +131.6% | +819.7% | +611.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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