+306.4%
APH vs CHTR
-80.8%
+387.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.6% | -11.6% | -1.8% |
| 7D | -5.0% | +17.8% | -22.8% | -6.5% |
| 30D | -8.4% | +29.7% | -38.0% | -10.7% |
| 3M | -4.5% | -12.5% | +8.0% | -3.5% |
| 6M | +25.3% | -13.4% | +38.7% | +26.5% |
| YTD | +18.9% | -35.8% | +54.7% | +23.3% |
| 1Y | +11.9% | -36.3% | +48.2% | +16.1% |
| 3Y | +278.0% | -67.3% | +345.2% | +334.6% |
| 5Y | +306.4% | -80.9% | +387.3% | +412.2% |
| All | +306.4% | -80.8% | +387.2% | +412.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling