-26.3%
APH vs CHYM
+38.9%
-65.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.0% | -49.8% | -48.0% |
| 7D | -48.7% | +1.2% | -49.9% | -48.9% |
| 30D | -51.9% | +30.2% | -82.2% | -53.8% |
| 3M | -43.6% | +85.9% | -129.5% | -48.9% |
| 6M | -37.5% | +49.9% | -87.4% | -42.4% |
| YTD | -38.6% | +34.1% | -72.8% | -43.1% |
| 1Y | -26.3% | +37.0% | -63.3% | -33.8% |
| All | -26.3% | +38.9% | -65.2% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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