+69.4%
APH vs CHYM
-23.1%
+92.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.0% |
| 7D | +0.4% | +10.7% | -10.4% | -0.6% |
| 30D | -8.0% | +8.6% | -16.6% | -8.7% |
| 3M | -5.0% | +4.3% | -9.3% | -5.6% |
| 6M | +29.9% | +81.5% | -51.5% | +19.5% |
| YTD | +18.0% | +31.4% | -13.5% | +11.0% |
| 1Y | +11.3% | +62.2% | -50.9% | +2.9% |
| All | +69.4% | -23.1% | +92.4% | +61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling