+235.4%
APH vs CORZ
+222.3%
+13.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +5.0% | +8.4% | -3.4% | +3.4% |
| 30D | -3.9% | -17.8% | +13.9% | -0.6% |
| 3M | +13.0% | -35.9% | +48.9% | +21.0% |
| 6M | +25.2% | +12.9% | +12.2% | +20.5% |
| YTD | +22.9% | +22.9% | +0.1% | +17.1% |
| 1Y | +47.8% | +31.4% | +16.5% | +38.4% |
| All | +235.4% | +222.3% | +13.1% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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