-26.3%
APH vs CHTR
-41.9%
+15.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.3% | -47.5% | -47.8% |
| 7D | -48.7% | +2.5% | -51.2% | -48.6% |
| 30D | -51.9% | -0.8% | -51.2% | -51.9% |
| 3M | -43.6% | +17.8% | -61.3% | -42.9% |
| 6M | -37.5% | -34.5% | -3.0% | -38.9% |
| YTD | -38.6% | -27.2% | -11.4% | -37.4% |
| 1Y | -26.3% | -41.4% | +15.1% | -27.3% |
| All | -26.3% | -41.9% | +15.6% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling