-26.3%
APH vs CNC
+129.2%
-155.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.2% | -52.0% | -47.4% |
| 7D | -48.7% | +2.6% | -51.3% | -48.3% |
| 30D | -51.9% | +0.1% | -52.0% | -51.6% |
| 3M | -43.6% | +6.9% | -50.5% | -43.1% |
| 6M | -37.5% | +49.0% | -86.5% | -36.5% |
| YTD | -38.6% | +62.9% | -101.6% | -37.8% |
| 1Y | -26.3% | +134.0% | -160.3% | -27.7% |
| All | -26.3% | +129.2% | -155.5% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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