+3,266.6%
APH vs CHTR
+334.3%
+2,932.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +5.0% | -1.1% | +6.0% | +5.0% |
| 30D | -3.9% | -0.8% | -3.1% | -4.3% |
| 3M | +13.0% | +17.8% | -4.8% | +7.3% |
| 6M | +25.2% | -34.5% | +59.6% | +34.4% |
| YTD | +22.9% | -27.2% | +50.1% | +27.6% |
| 1Y | +47.8% | -41.4% | +89.3% | +61.8% |
| 3Y | +283.0% | -64.0% | +347.0% | +359.2% |
| 5Y | +349.7% | -81.3% | +430.9% | +546.3% |
| 10Y | +1,061.2% | -44.1% | +1,105.3% | +1,041.7% |
| All | +3,266.6% | +334.3% | +2,932.4% | +1,348.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling