+955.2%
APH vs CNP
+143.3%
+811.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.3% |
| 7D | -5.0% | -3.0% | -2.0% | -3.8% |
| 30D | -8.4% | +6.8% | -15.2% | -10.6% |
| 3M | -4.5% | +3.6% | -8.1% | -5.9% |
| 6M | +25.3% | 0.0% | +25.3% | +24.4% |
| YTD | +18.9% | +9.4% | +9.5% | +13.8% |
| 1Y | +11.9% | +6.8% | +5.1% | +7.9% |
| 3Y | +278.0% | +64.2% | +213.8% | +199.0% |
| 5Y | +306.4% | +76.0% | +230.4% | +209.6% |
| 10Y | +955.2% | +143.3% | +811.9% | +553.0% |
| All | +955.2% | +143.3% | +811.9% | +553.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling