+114,578.9%
APH vs CP
+9,295.5%
+105,283.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.6% | -9.0% |
| 7D | -12.7% | +6.1% | -18.8% | -14.9% |
| 30D | -19.2% | +9.8% | -28.9% | -22.4% |
| 3M | -16.7% | +2.7% | -19.4% | -18.0% |
| 6M | +5.1% | +12.8% | -7.6% | -0.8% |
| YTD | +6.6% | +28.2% | -21.6% | -5.0% |
| 1Y | +3.9% | +34.1% | -30.2% | -9.2% |
| 3Y | +246.0% | +28.9% | +217.2% | +202.9% |
| 5Y | +268.0% | +27.1% | +240.9% | +221.3% |
| 10Y | +868.2% | +264.8% | +603.4% | +449.1% |
| All | +114,578.9% | +9,295.5% | +105,283.4% | +22,389.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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