+276.0%
APH vs CLX
-8.6%
+284.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +0.4% | +7.8% | -7.4% | +0.5% |
| 30D | -8.0% | +28.5% | -36.5% | -7.2% |
| 3M | -5.0% | +1.3% | -6.3% | -4.7% |
| 6M | +29.9% | +23.4% | +6.5% | +30.5% |
| YTD | +18.0% | +11.4% | +6.6% | +19.5% |
| 1Y | +11.3% | +6.9% | +4.4% | +12.6% |
| All | +276.0% | -8.6% | +284.6% | +278.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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