+12,543.0%
APH vs CNC
+5,537.6%
+7,005.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.1% |
| 7D | +5.0% | +3.5% | +1.4% | +4.3% |
| 30D | -3.9% | +0.1% | -4.0% | -4.0% |
| 3M | +13.0% | +6.9% | +6.1% | +11.2% |
| 6M | +25.2% | +49.0% | -23.9% | +14.6% |
| YTD | +22.9% | +62.9% | -40.0% | +10.2% |
| 1Y | +47.8% | +134.0% | -86.2% | +22.5% |
| 3Y | +283.0% | +9.4% | +273.6% | +250.2% |
| 5Y | +349.7% | +4.1% | +345.5% | +309.8% |
| 10Y | +1,061.2% | +95.4% | +965.8% | +794.2% |
| All | +12,543.0% | +5,537.6% | +7,005.4% | +5,364.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling