+288.5%
APH vs COR
+80.2%
+208.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.7% | +4.5% | +8.1% |
| 7D | +1.1% | +2.3% | -1.3% | +1.1% |
| 30D | -7.5% | +6.8% | -14.3% | -7.5% |
| 3M | -4.4% | +8.1% | -12.5% | -4.6% |
| 6M | +26.5% | +33.0% | -6.5% | +24.5% |
| YTD | +20.0% | +3.0% | +17.1% | +22.1% |
| 1Y | +16.9% | -3.4% | +20.3% | +18.4% |
| 3Y | +288.5% | +80.1% | +208.4% | +334.1% |
| All | +288.5% | +80.2% | +208.3% | +334.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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