+883.4%
APH vs CI
+166.5%
+716.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.7% | +4.7% |
| 7D | -5.9% | -1.6% | -4.4% | -5.7% |
| 30D | -14.8% | +5.4% | -20.2% | -16.1% |
| 3M | -12.4% | +7.3% | -19.7% | -14.3% |
| 6M | +8.1% | +5.3% | +2.8% | +5.5% |
| YTD | +10.9% | +8.5% | +2.5% | +7.2% |
| 1Y | +8.8% | +17.1% | -8.3% | +2.8% |
| 3Y | +262.1% | +1.4% | +260.7% | +240.0% |
| 5Y | +283.1% | +50.5% | +232.7% | +204.2% |
| All | +883.4% | +166.5% | +716.9% | +577.5% |
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