+737.4%
APH vs CLBK
+66.9%
+670.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | +0.2% | +1.1% | -0.9% | -0.2% |
| 30D | -3.3% | +7.8% | -11.1% | -5.8% |
| 3M | +14.0% | +23.9% | -9.8% | +6.0% |
| 6M | +24.4% | +42.3% | -17.9% | +10.3% |
| YTD | +21.4% | +65.4% | -44.0% | +1.7% |
| 1Y | +48.9% | +70.3% | -21.4% | +22.6% |
| 3Y | +290.1% | +54.5% | +235.6% | +222.0% |
| 5Y | +352.8% | +43.1% | +309.7% | +257.8% |
| All | +737.4% | +66.9% | +670.5% | +512.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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