+282.2%
APH vs CNP
+73.6%
+208.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +3.7% |
| 7D | -5.9% | -4.2% | -1.7% | -4.8% |
| 30D | -14.8% | +5.5% | -20.3% | -15.9% |
| 3M | -12.4% | +0.6% | -13.0% | -12.5% |
| 6M | +8.1% | -2.8% | +10.9% | +8.3% |
| YTD | +10.9% | +7.9% | +3.1% | +7.4% |
| 1Y | +8.8% | +6.7% | +2.1% | +5.6% |
| 3Y | +262.1% | +61.1% | +200.9% | +194.8% |
| All | +282.2% | +73.6% | +208.6% | +188.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling