+11,309.8%
APH vs CNC
+5,764.6%
+5,545.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.0% | +10.1% | +5.2% |
| 7D | -5.9% | +1.9% | -7.8% | -6.6% |
| 30D | -14.8% | +7.3% | -22.1% | -16.3% |
| 3M | -12.4% | +8.6% | -21.1% | -14.3% |
| 6M | +8.1% | +26.0% | -18.0% | +2.4% |
| YTD | +10.9% | +69.5% | -58.5% | -1.8% |
| 1Y | +8.8% | +88.0% | -79.2% | -5.9% |
| 3Y | +262.1% | -2.9% | +265.0% | +238.6% |
| 5Y | +283.1% | -6.0% | +289.1% | +256.0% |
| 10Y | +908.1% | +126.4% | +781.7% | +650.8% |
| All | +11,309.8% | +5,764.6% | +5,545.2% | +4,766.6% |
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