+883.4%
APH vs CIEN
+1,137.4%
-254.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.5% | -1.3% | +2.4% |
| 7D | -5.9% | -24.1% | +18.2% | +2.2% |
| 30D | -14.8% | -45.5% | +30.7% | +2.0% |
| 3M | -12.4% | -39.7% | +27.3% | +0.3% |
| 6M | +8.1% | -57.8% | +65.9% | +35.7% |
| YTD | +10.9% | +4.1% | +6.9% | +1.1% |
| 1Y | +8.8% | +20.8% | -12.0% | -5.9% |
| 3Y | +262.1% | +463.1% | -201.1% | +84.3% |
| 5Y | +283.1% | +302.3% | -19.2% | +109.4% |
| All | +883.4% | +1,137.4% | -254.0% | +322.6% |
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