+352.8%
APH vs CNI
+11.4%
+341.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.3% |
| 7D | +0.2% | +2.5% | -2.3% | -1.0% |
| 30D | -3.3% | -2.5% | -0.8% | -2.2% |
| 3M | +14.0% | +2.7% | +11.3% | +11.8% |
| 6M | +24.4% | +16.9% | +7.5% | +13.5% |
| YTD | +21.4% | +26.3% | -4.9% | +6.1% |
| 1Y | +48.9% | +31.1% | +17.8% | +26.9% |
| 3Y | +290.1% | +21.1% | +269.0% | +238.5% |
| 5Y | +352.8% | +11.0% | +341.8% | +309.6% |
| All | +352.8% | +11.4% | +341.4% | +309.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling