+2,766.4%
APH vs CPAY
+1,565.5%
+1,200.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | +5.0% | +2.1% | +2.9% | +4.1% |
| 30D | -3.9% | +5.5% | -9.4% | -5.9% |
| 3M | +13.0% | +16.6% | -3.6% | +6.2% |
| 6M | +25.2% | +26.7% | -1.5% | +13.0% |
| YTD | +22.9% | +38.4% | -15.4% | +6.0% |
| 1Y | +47.8% | +30.1% | +17.7% | +29.6% |
| 3Y | +283.0% | +52.6% | +230.4% | +208.5% |
| 5Y | +349.7% | +59.0% | +290.7% | +249.1% |
| 10Y | +1,061.2% | +148.4% | +912.8% | +647.1% |
| All | +2,766.4% | +1,565.5% | +1,200.9% | +883.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling