+285.6%
APH vs CPB
-40.0%
+325.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +0.2% |
| 7D | +5.0% | -8.6% | +13.6% | +3.2% |
| 30D | -3.9% | -7.2% | +3.4% | -5.1% |
| 3M | +13.0% | +0.9% | +12.1% | +13.5% |
| 6M | +25.2% | -11.8% | +37.0% | +22.9% |
| YTD | +22.9% | -19.4% | +42.3% | +19.3% |
| 1Y | +47.8% | -30.4% | +78.2% | +40.5% |
| All | +285.6% | -40.0% | +325.6% | +250.0% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling