+90.5%
APH vs CIEN
+566.4%
-475.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -16.1% | -31.6% | -41.3% |
| 7D | -48.7% | -19.7% | -29.0% | -41.5% |
| 30D | -51.9% | -21.5% | -30.5% | -45.0% |
| 3M | -43.6% | -40.1% | -3.5% | -30.2% |
| 6M | -37.5% | -6.6% | -31.0% | -36.2% |
| YTD | -38.6% | +37.3% | -75.9% | -46.3% |
| 1Y | -26.3% | +174.5% | -200.9% | -50.6% |
| All | +90.5% | +566.4% | -475.9% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling