+355.9%
APH vs CPB
-39.5%
+395.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +0.5% |
| 7D | +5.0% | -8.6% | +13.6% | +4.1% |
| 30D | -3.9% | -7.2% | +3.4% | -4.5% |
| 3M | +13.0% | +0.9% | +12.1% | +13.1% |
| 6M | +25.2% | -11.8% | +37.0% | +24.3% |
| YTD | +22.9% | -19.4% | +42.3% | +21.6% |
| 1Y | +47.8% | -30.4% | +78.2% | +45.5% |
| 3Y | +283.0% | -40.2% | +323.2% | +268.6% |
| All | +355.9% | -39.5% | +395.4% | +332.1% |
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