+352.8%
APH vs CPAY
+56.4%
+296.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.5% |
| 7D | +0.2% | +0.6% | -0.3% | 0.0% |
| 30D | -3.3% | +3.6% | -6.9% | -4.7% |
| 3M | +14.0% | +16.6% | -2.6% | +7.7% |
| 6M | +24.4% | +29.5% | -5.0% | +12.3% |
| YTD | +21.4% | +35.3% | -13.8% | +6.3% |
| 1Y | +48.9% | +30.6% | +18.3% | +31.4% |
| 3Y | +290.1% | +49.7% | +240.4% | +214.7% |
| 5Y | +352.8% | +54.4% | +298.4% | +247.0% |
| All | +352.8% | +56.4% | +296.4% | +247.0% |
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