+310.3%
APH vs CPAY
+86.4%
+223.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.6% | +7.6% | +8.0% |
| 7D | +1.1% | +11.9% | -10.8% | -2.6% |
| 30D | -7.5% | +15.1% | -22.6% | -11.8% |
| 3M | -4.4% | +16.5% | -21.0% | -9.5% |
| 6M | +26.5% | +33.1% | -6.7% | +13.9% |
| YTD | +20.0% | +52.2% | -32.1% | +0.9% |
| 1Y | +16.9% | +65.6% | -48.7% | -5.5% |
| 3Y | +288.5% | +100.2% | +188.3% | +176.7% |
| 5Y | +310.3% | +87.6% | +222.7% | +192.3% |
| All | +310.3% | +86.4% | +223.9% | +192.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling