+279.2%
APH vs CPB
-31.0%
+310.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.3% | +5.4% | +3.9% |
| 7D | -5.9% | +8.0% | -13.9% | -4.8% |
| 30D | -14.8% | +22.4% | -37.2% | -12.2% |
| 3M | -12.4% | +3.8% | -16.3% | -11.2% |
| 6M | +8.1% | +13.7% | -5.6% | +10.4% |
| YTD | +10.9% | -11.7% | +22.6% | +11.7% |
| 1Y | +8.8% | -18.1% | +26.9% | +9.1% |
| 3Y | +262.1% | -34.7% | +296.8% | +254.1% |
| All | +279.2% | -31.0% | +310.2% | +263.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling