+132,206.3%
APH vs CNP
+1,335.3%
+130,870.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.0% |
| 7D | +5.0% | +1.1% | +3.9% | +4.7% |
| 30D | -3.9% | -1.8% | -2.1% | -3.5% |
| 3M | +13.0% | -4.6% | +17.6% | +13.8% |
| 6M | +25.2% | -8.8% | +34.0% | +27.3% |
| YTD | +22.9% | +5.2% | +17.7% | +21.0% |
| 1Y | +47.8% | +8.3% | +39.5% | +44.3% |
| 3Y | +283.0% | +54.9% | +228.1% | +241.2% |
| 5Y | +349.7% | +73.5% | +276.2% | +289.6% |
| 10Y | +1,061.2% | +139.1% | +922.1% | +815.6% |
| All | +132,206.3% | +1,335.3% | +130,870.9% | +76,160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded CNP 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling