+262.1%
APH vs CNC
+0.4%
+261.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.0% | +10.1% | +3.9% |
| 7D | -5.9% | +1.9% | -7.8% | -5.8% |
| 30D | -14.8% | +7.3% | -22.1% | -14.6% |
| 3M | -12.4% | +8.6% | -21.1% | -12.2% |
| 6M | +8.1% | +26.0% | -18.0% | +8.6% |
| YTD | +10.9% | +69.5% | -58.5% | +11.9% |
| 1Y | +8.8% | +88.0% | -79.2% | +9.8% |
| 3Y | +262.1% | -2.9% | +265.0% | +273.2% |
| All | +262.1% | +0.4% | +261.7% | +273.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling