+262.1%
APH vs CLBK
+44.9%
+217.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.0% | +3.1% | +3.9% |
| 7D | -5.9% | +0.6% | -6.6% | -6.0% |
| 30D | -14.8% | +2.9% | -17.7% | -15.3% |
| 3M | -12.4% | +3.0% | -15.4% | -13.0% |
| 6M | +8.1% | +27.3% | -19.2% | +2.7% |
| YTD | +10.9% | +58.0% | -47.1% | +0.2% |
| 1Y | +8.8% | +62.4% | -53.6% | -2.6% |
| 3Y | +262.1% | +46.9% | +215.1% | +226.3% |
| All | +262.1% | +44.9% | +217.2% | +226.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling