+262.1%
APH vs CNP
+60.3%
+201.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +4.1% |
| 7D | -5.9% | -4.2% | -1.7% | -5.9% |
| 30D | -14.8% | +5.5% | -20.3% | -14.7% |
| 3M | -12.4% | +0.6% | -13.0% | -12.4% |
| 6M | +8.1% | -2.8% | +10.9% | +7.8% |
| YTD | +10.9% | +7.9% | +3.1% | +9.8% |
| 1Y | +8.8% | +6.7% | +2.1% | +7.8% |
| 3Y | +262.1% | +61.1% | +200.9% | +235.4% |
| All | +262.1% | +60.3% | +201.8% | +235.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling