+1,059.7%
APH vs CI
+145.0%
+914.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.2% |
| 7D | +5.0% | +1.3% | +3.7% | +4.6% |
| 30D | -3.9% | +4.4% | -8.3% | -4.9% |
| 3M | +13.0% | +0.7% | +12.3% | +12.2% |
| 6M | +25.2% | +0.3% | +24.8% | +24.1% |
| YTD | +22.9% | +3.8% | +19.1% | +20.6% |
| 1Y | +47.8% | -5.5% | +53.3% | +47.2% |
| 3Y | +283.0% | +8.1% | +274.9% | +250.7% |
| 5Y | +349.7% | +42.8% | +306.9% | +263.7% |
| All | +1,059.7% | +145.0% | +914.8% | +715.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling