+40.2%
APH vs CNC
+119.8%
-79.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | +1.6% | -4.9% | +6.5% | +1.5% |
| 30D | -3.0% | -3.8% | +0.8% | -3.1% |
| 3M | +5.7% | -3.2% | +9.0% | +5.8% |
| 6M | +20.0% | +47.9% | -27.9% | +22.4% |
| YTD | +20.8% | +55.7% | -34.9% | +23.1% |
| 1Y | +40.2% | +106.2% | -66.0% | +46.8% |
| All | +40.2% | +119.8% | -79.5% | +46.8% |
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