+955.2%
APH vs CPB
-40.9%
+996.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -1.0% |
| 7D | -5.0% | +2.9% | -7.9% | -5.0% |
| 30D | -8.4% | +17.6% | -26.0% | -8.3% |
| 3M | -4.5% | +2.0% | -6.5% | -4.3% |
| 6M | +25.3% | +11.6% | +13.6% | +25.1% |
| YTD | +18.9% | -13.8% | +32.7% | +19.7% |
| 1Y | +11.9% | -21.6% | +33.5% | +13.2% |
| 3Y | +278.0% | -35.8% | +313.8% | +282.2% |
| 5Y | +306.4% | -33.3% | +339.7% | +307.4% |
| 10Y | +955.2% | -39.4% | +994.6% | +974.9% |
| All | +955.2% | -40.9% | +996.1% | +974.9% |
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