+285.6%
APH vs CPAY
+48.3%
+237.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +1.6% | -2.5% | +4.1% | +2.2% |
| 30D | -3.0% | +1.3% | -4.3% | -3.4% |
| 3M | +5.7% | +13.5% | -7.7% | +2.3% |
| 6M | +20.0% | +24.7% | -4.7% | +12.9% |
| YTD | +20.8% | +34.9% | -14.1% | +10.0% |
| 1Y | +40.2% | +29.7% | +10.6% | +29.1% |
| All | +285.6% | +48.3% | +237.3% | +234.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling