+431.6%
APH vs CPNG
-74.1%
+505.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.8% | +7.4% | +8.1% |
| 7D | +1.1% | +11.7% | -10.6% | -0.9% |
| 30D | -7.5% | +3.8% | -11.3% | -8.2% |
| 3M | -4.4% | +1.2% | -5.6% | -5.0% |
| 6M | +26.5% | -3.3% | +29.8% | +26.1% |
| YTD | +20.0% | -30.4% | +50.4% | +25.4% |
| 1Y | +16.9% | -43.1% | +60.0% | +26.0% |
| 3Y | +288.5% | +8.2% | +280.3% | +277.5% |
| 5Y | +310.3% | -44.7% | +355.0% | +300.1% |
| All | +431.6% | -74.1% | +505.7% | +418.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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