+11.9%
APH vs CPAY
+66.2%
-54.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -5.0% | +13.1% | -18.1% | -4.0% |
| 30D | -8.4% | +15.5% | -23.9% | -7.3% |
| 3M | -4.5% | +14.7% | -19.2% | -3.4% |
| 6M | +25.3% | +33.6% | -8.3% | +26.9% |
| YTD | +18.9% | +52.7% | -33.8% | +21.9% |
| 1Y | +11.9% | +63.5% | -51.6% | +13.5% |
| All | +11.9% | +66.2% | -54.2% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 1y: compounded portfolio wealth divided by compounded CPAY 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…
1y analysis · Full analysis span regression · 6 months rolling