+1,055.9%
APH vs CIEN
+1,266.0%
-210.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.5% |
| 7D | +5.0% | -15.2% | +20.1% | +10.0% |
| 30D | -3.9% | -21.5% | +17.6% | +2.8% |
| 3M | +13.0% | -40.1% | +53.0% | +30.2% |
| 6M | +25.2% | -6.6% | +31.7% | +21.3% |
| YTD | +22.9% | +37.3% | -14.3% | +4.3% |
| 1Y | +47.8% | +174.5% | -126.7% | -0.4% |
| 3Y | +283.0% | +562.3% | -279.2% | +87.8% |
| 5Y | +349.7% | +463.9% | -114.3% | +124.6% |
| All | +1,055.9% | +1,266.0% | -210.1% | +367.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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