+355.9%
APH vs CLX
-34.6%
+390.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.0% |
| 7D | +5.0% | -9.2% | +14.2% | +5.8% |
| 30D | -3.9% | -11.0% | +7.2% | -3.0% |
| 3M | +13.0% | +5.0% | +7.9% | +12.1% |
| 6M | +25.2% | -18.8% | +44.0% | +27.3% |
| YTD | +22.9% | -4.4% | +27.3% | +23.2% |
| 1Y | +47.8% | -21.9% | +69.7% | +51.2% |
| 3Y | +283.0% | -32.8% | +315.8% | +296.7% |
| All | +355.9% | -34.6% | +390.6% | +352.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling