-37.5%
APH vs CPB
-14.9%
-22.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -9.7% | -38.1% | -42.7% |
| 7D | -48.7% | -8.2% | -40.5% | -43.5% |
| 30D | -51.9% | -7.2% | -44.7% | -46.9% |
| 3M | -43.6% | +0.9% | -44.4% | -36.9% |
| 6M | -37.5% | -11.8% | -25.7% | -29.4% |
| All | -37.5% | -14.9% | -22.6% | -29.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling