+355.9%
APH vs CMS
+23.4%
+332.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +5.0% | +0.4% | +4.6% | +4.9% |
| 30D | -3.9% | -3.6% | -0.3% | -3.3% |
| 3M | +13.0% | -1.9% | +14.9% | +12.8% |
| 6M | +25.2% | -11.0% | +36.1% | +27.2% |
| YTD | +22.9% | +0.2% | +22.7% | +22.3% |
| 1Y | +47.8% | -1.3% | +49.2% | +47.3% |
| 3Y | +283.0% | +35.9% | +247.1% | +242.4% |
| All | +355.9% | +23.4% | +332.5% | +306.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded CMS 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling