+883.4%
APH vs CPB
-38.3%
+921.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.3% | +5.4% | +4.1% |
| 7D | -5.9% | +8.0% | -13.9% | -5.9% |
| 30D | -14.8% | +22.4% | -37.2% | -14.7% |
| 3M | -12.4% | +2.5% | -15.0% | -12.2% |
| 6M | +8.1% | +12.2% | -4.2% | +8.0% |
| YTD | +10.9% | -12.8% | +23.8% | +11.8% |
| 1Y | +8.8% | -19.2% | +27.9% | +9.9% |
| 3Y | +262.1% | -35.6% | +297.6% | +266.6% |
| 5Y | +283.1% | -31.4% | +314.6% | +283.5% |
| All | +883.4% | -38.3% | +921.7% | +889.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling