+1,030.6%
APH vs CNI
+136.1%
+894.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.0% |
| 7D | -2.2% | -1.1% | -1.1% | -1.6% |
| 30D | -4.0% | -3.5% | -0.5% | -2.2% |
| 3M | +7.7% | +2.2% | +5.5% | +5.6% |
| 6M | +17.8% | +15.1% | +2.7% | +7.3% |
| YTD | +19.2% | +24.7% | -5.5% | +3.3% |
| 1Y | +35.7% | +33.4% | +2.3% | +12.4% |
| 3Y | +282.9% | +19.5% | +263.4% | +231.4% |
| 5Y | +345.6% | +12.6% | +333.1% | +295.4% |
| All | +1,030.6% | +136.1% | +894.6% | +576.3% |
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