+930.0%
APH vs CNI
+140.9%
+789.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.5% |
| 7D | +4.9% | +2.5% | +2.4% | +3.5% |
| 30D | -5.4% | +6.1% | -11.5% | -8.8% |
| 3M | -5.5% | +0.1% | -5.6% | -5.9% |
| 6M | +25.9% | +14.9% | +11.0% | +14.9% |
| YTD | +16.4% | +30.9% | -14.5% | -2.4% |
| 1Y | +16.5% | +33.9% | -17.4% | -3.8% |
| 3Y | +270.9% | +20.2% | +250.7% | +220.1% |
| 5Y | +289.5% | +8.2% | +281.3% | +255.2% |
| All | +930.0% | +140.9% | +789.1% | +497.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 10y: compounded portfolio wealth divided by compounded CNI 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…
10y analysis · Full analysis span regression · 6 months rolling