-26.3%
APH vs CPB
-32.6%
+6.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.7% | -38.1% | -45.7% |
| 7D | -48.7% | -8.2% | -40.5% | -46.4% |
| 30D | -51.9% | -7.2% | -44.7% | -49.6% |
| 3M | -43.6% | +0.9% | -44.4% | -39.7% |
| 6M | -37.5% | -11.8% | -25.7% | -35.1% |
| YTD | -38.6% | -19.4% | -19.2% | -37.0% |
| 1Y | -26.3% | -30.4% | +4.0% | -24.8% |
| All | -26.3% | -32.6% | +6.3% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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