+114,578.9%
APH vs CNP
+1,346.2%
+113,232.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.6% | -6.7% | -8.7% |
| 7D | -12.7% | -5.3% | -7.4% | -11.6% |
| 30D | -19.2% | +3.7% | -22.8% | -19.8% |
| 3M | -16.7% | -1.1% | -15.6% | -16.5% |
| 6M | +5.1% | -7.1% | +12.3% | +6.5% |
| YTD | +6.6% | +6.0% | +0.5% | +4.7% |
| 1Y | +3.9% | +5.2% | -1.3% | +2.2% |
| 3Y | +246.0% | +57.5% | +188.5% | +207.2% |
| 5Y | +268.0% | +70.0% | +198.0% | +220.5% |
| 10Y | +868.2% | +137.8% | +730.4% | +664.3% |
| All | +114,578.9% | +1,346.2% | +113,232.7% | +65,879.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling