+16.5%
APH vs CPAY
+62.3%
-45.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -1.6% |
| 7D | +4.9% | +1.6% | +3.3% | +5.0% |
| 30D | -5.4% | +17.6% | -23.0% | -4.1% |
| 3M | -5.5% | +8.7% | -14.2% | -4.3% |
| 6M | +25.9% | +39.5% | -13.6% | +28.0% |
| YTD | +16.4% | +53.6% | -37.2% | +20.4% |
| 1Y | +16.5% | +63.3% | -46.8% | +19.6% |
| All | +16.5% | +62.3% | -45.8% | +19.6% |
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