+8.1%
APH vs CNC
+32.6%
-24.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.0% | +10.1% | +3.3% |
| 7D | -5.9% | +1.9% | -7.8% | -5.3% |
| 30D | -14.8% | +7.3% | -22.1% | -14.2% |
| 3M | -12.4% | +8.6% | -21.1% | -11.8% |
| 6M | +8.1% | +26.0% | -18.0% | +11.5% |
| All | +8.1% | +32.6% | -24.5% | +11.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling