+50.8%
APH vs CLBK
+71.5%
-20.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | +1.2% | +3.7% | +5.0% |
| 30D | -3.9% | +9.1% | -13.0% | -3.8% |
| 3M | +13.0% | +27.7% | -14.7% | +13.1% |
| 6M | +25.2% | +40.8% | -15.7% | +25.0% |
| YTD | +22.9% | +66.4% | -43.4% | +23.1% |
| All | +50.8% | +71.5% | -20.7% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling