+262.1%
APH vs CPB
-36.0%
+298.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.3% | +5.4% | +3.8% |
| 7D | -5.9% | +8.0% | -13.9% | -4.0% |
| 30D | -14.8% | +22.4% | -37.2% | -10.1% |
| 3M | -12.4% | +2.5% | -15.0% | -10.7% |
| 6M | +8.1% | +12.2% | -4.2% | +12.3% |
| YTD | +10.9% | -12.8% | +23.8% | +10.6% |
| 1Y | +8.8% | -19.2% | +27.9% | +7.2% |
| 3Y | +262.1% | -35.6% | +297.6% | +232.0% |
| All | +262.1% | -36.0% | +298.0% | +232.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling