+951.3%
APH vs CPB
-39.9%
+991.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.2% | +9.4% | +8.2% |
| 7D | +1.1% | +3.3% | -2.2% | +1.1% |
| 30D | -7.5% | +19.0% | -26.5% | -7.4% |
| 3M | -4.4% | +0.4% | -4.9% | -4.2% |
| 6M | +26.5% | +13.0% | +13.5% | +26.3% |
| YTD | +20.0% | -12.7% | +32.8% | +20.9% |
| 1Y | +16.9% | -20.9% | +37.7% | +18.2% |
| 3Y | +288.5% | -35.4% | +323.9% | +293.2% |
| 5Y | +310.3% | -32.3% | +342.6% | +311.2% |
| 10Y | +951.3% | -40.5% | +991.8% | +957.5% |
| All | +951.3% | -39.9% | +991.2% | +957.5% |
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